AI Prediction Index

One prediction, on the record

“With the x86 and Arm camps and other players stepping up CPU investment for agentic AI and other emerging applications, we estimate global server CPU shipments will grow 31% YoY in 2026, up from 9% in 2025, with growth accelerating further to 43% in 2027.”

Semiconductor market intelligence firm, TrendForce Insights

Published alongside AMD, Arm and NVIDIA CPU roadmap announcements at OCP Global Summit 2026; resolves on 2026 and 2027 full-year server CPU shipment growth.