Significant AI Training Server estimate updates from Goldman:
"We expect the demand for high power AI servers will not be fully replaced by the rack level form factor as some customers still prefer a baseboard solution for its design flexibility"Previous estimates assumed ~50% of '25 and ~75% of '26 AI training servers would be rack-level.Current estimates assume rack-level will account for ~33% in '25 and ~60% in '26Source: Chips & Wafers
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