Arm-based servers lead 4Q26 growth as Nvidia's Vera Rubin faces supply constraints

Global server shipments are forecast to reach 4.89 million units in Q4 2026, up 5.5% sequentially, the year's strongest quarterly growth, with Arm-based servers leading while Nvidia's Vera Rubin faces supply constraints.

Read the full story at DigiTimes Asia ↗

Timeline · 1 report

2026-11-09 03:56 · DigiTimes Asia
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints

More stories

Nvidia board opens independent investigation after CEO Jensen Huang admits to affair — Axios AI+
Investor Comparisons Pit Nvidia Against Micron and AMD in AI Chip Race — The Globe and Mail
Chinese Firms Cleared to Buy Nvidia H200 Chips Despite Empty Offices and Sanctions Ties — New York Times AI
DeepSeek V4.1 Flash Gains Traction Across Benchmarks, Local Hardware, and Low-Cost APIs — Vercel Blog
TSMC Weighs Expansion Into Advanced Memory Chip Manufacturing — Bloomberg AI
Microsoft winding down deal to rent AI cloud capacity from Oracle — Bloomberg AI
Midterm election results shift attention toward AI stocks seen as safer bets — The Globe and Mail
Nvidia Tightens AI Chip Tracking in Southeast Asia to Curb Smuggling — Bloomberg AI

Get the daily brief of stories like this at 6:30 every morning →