AI will reshape the global technology landscape in 2026, says TrendForce

AI will reshape the global technology landscape in 2026, says TrendForce

By PR Newswire
Publication Date: 2025-11-26 14:17:00

TAIPEI, November 26, 2025 /PRNewswire/ — TrendForce has identified 10 key technology trends that will determine the evolution of the technology industry in 2026. Highlights of these results are listed below:

Competition for AI chips is heating up as liquid cooling becomes widespread in data centers

In 2026, high demand for building AI data centers – fueled by increased capital spending by major North American CSPs and the increase in sovereign cloud projects worldwide – is expected to increase AI server shipments by over 20% year-over-year.

NVIDIA, now the leading name in AI, will face more competition in the future. AMD is looking to challenge NVIDIA with the launch of its MI400 full-rack solution, which mirrors NVIDIA’s GB/VR systems and is aimed at CSP customers. Large North American CSPs are now expanding their in-house services ASIC Development. In China, geopolitical tensions have accelerated the pursuit of technological self-sufficiency, with companies such as ByteDance, Baidu, Alibaba,…