Bernstein forecasts the global server market will surpass $1 trillion by 2028, driven by accelerating AI infrastructure spending. The firm has revised its estimates upward, projecting 15% compound annual growth for total server shipments through 2028, with a 48% jump in 2026 alone for the 8-GPU equivalent category. Total planned and in-construction data center investment now stands at approximately $1.2 trillion, with cloud provider capex reaching about $1.1 trillion for 2027. Meta’s Hyperion project has ballooned to $50 billion from $27 billion, and SoftBank has committed up to $85 billion for 5 gigawatts of data center capacity in France. The report was released on August 3, 2026.
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