AI server revenue forecast to hit $920B in 2027, pushing market past $1T
Beth_Kindig · x · 2026-10-29
Per TrendForce data cited by Beth Kindig: AI servers are expected to generate $479B in 2026 (75% of the total server market, shipments +32% YoY), then rise more than 90% YoY to $920B in 2027, pushing the total server market above $1 trillion for the first time as NVIDIA Rubin and AMD Helios ramp with higher ASPs. Beneficiaries include $DELL and $SMCI.
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