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![Jukanlosreve Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1836240683268759552.png) Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.7K followers
Created: 2025-06-30 00:03:44 UTC

US Server Report:

A US brokerage has added new ASIC server forecasts. Looking at AI chip market share:

GPU : ASIC

Last year: XX : XX

This year: XX : XX

Next year: XX : XX

Server Shipments: GPU : ASIC

Last year: 603k : 336k

This year: 703k : 422k

Next year: 883k : 591k

The brokerage believes that ASIC servers offer high customization and lower budget pressure, making them suitable for the future trend towards AI inference applications. Building on this high customization flexibility, the brokerage has upgraded unit estimates for AI servers adopting a baseboard architecture (e.g., H200, B200). The upward revision for 2025/26 is XX% for ASIC/GPU architectures, respectively. However, it has downgraded estimates for full-rack AI servers to XXXXXX / XXXXXX units (previous estimate was XXXXXX / XXXXXX units).

Finally, for 2025/26, the forecasts are:

General server shipments: Year-on-year increase of +9% / +6%

AI training server shipments: Year-on-year increase of +33% / +42%

Inference server shipments: Year-on-year increase of +10% / +16% (value year-on-year increase of ~37% / 19%)


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1939474899682341241/c:line.svg)

**Related Topics**
[budgeting](/topic/budgeting)
[gpu](/topic/gpu)
[coins ai](/topic/coins-ai)
[asic](/topic/asic)

[Post Link](https://x.com/Jukanlosreve/status/1939474899682341241)