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Unlocking Heterogeneous Compute for the AI Era
Global AI infrastructure investment is scaling rapidly – IDC reports Q1 2026 worldwide server revenue reached $122.6 billion, up 30.4% YoY, with TrendForce forecasting 28%+ annual growth in AI server shipments, while the demand structure is shifting toward training-inference dual-drive, with inference compute capacity among top CSPs expected to grow 122% in 2026 – more than double the training growth rate. Purpose-built for the stringent cooling, power, and interconnect demands of NVIDIA H200/PRO6000 passive-cooled GPUs
20
2026
/
07
Liquid-cooled servers are experiencing explosive growth! Industry giants are accelerating their push to adopt liquid cooling for "temperature control."
Liquid-cooled servers are experiencing explosive growth, as tech giants accelerate their adoption of liquid cooling technology to tackle the mounting heat challenges posed by the surge in AI computing power. Meanwhile, industry penetration rates are rapidly increasing, and the market size is expanding exponentially. Below, we’ll delve into this trend through four key lenses: market drivers, technological advancements, major players’ strategic moves, and supportive government policies.
10
2025
09
The Server-as-a-Service (ServeraaS) model is gaining traction: How will it reshape enterprise IT cost structures?
The Server as a Service (ServeraaS) model, a core branch of cloud computing, is reshaping enterprise IT cost structures by enabling resource elasticity, cost sharing, and outsourcing of operations. Its growing popularity is driving a shift in corporate IT spending—from capital expenditures (CapEx) to operational expenses (OpEx)—while simultaneously boosting Total Cost of Ownership (TCO) optimization and enhancing service-based value creation. The specific impacts and analysis are outlined below:
Quantum Computing: Disrupting the Server Industry
Quantum computing is delivering exponential leaps in computational power and introducing a completely new computing paradigm, poised to deliver a disruptive impact on the server industry. Its influence extends far beyond just reshaping hardware architectures—it will also trigger profound transformations across the software ecosystem, cryptographic systems, and even the broader industrial landscape. Below, we’ll delve into an analysis from six key perspectives.
2022
01
The Rise of White-Label Servers: Can SMEs Reduce Their TCO Through the OCP Standard?
In recent years, the global server market has been undergoing a structural transformation. Cloud computing giants like Google and Amazon, leading the charge, have significantly boosted their global market share—from 12% in 2015 to 38% in 2024—by directly sourcing white-label servers through the ODM model. This end-user-driven reshaping of the supply chain has not only disrupted the traditional dominance of established brands such as Dell and HP but has also given rise to manufacturing powerhouses like Foxconn Industrial Internet and Inventec, both now valued at over 100 billion yuan. Data shows that in 2024, Taiwan, China, accounted for 81% of global white-label server shipments, with Foxconn playing a pivotal role by supplying more than 50% of NVIDIA’s GB200 super servers.
12
2021
11
A Guide to Server Upgrades in the Financial Industry
Upgrading servers in the financial industry requires balancing enhanced performance, system stability, data security, and compliance requirements—while also addressing the scalability needs driven by business growth. Below is a detailed analysis covering four key aspects: the necessity of the upgrade, core solutions, implementation steps, and important considerations.