New GPU and ASIC platforms to drive stronger server shipments in 2H26

The introduction of new platforms is likely to increase the hardware supply and innovation in server technology.

As AI infrastructure needs grow, the production of advanced chips is critical for meeting demand.

Enhanced server capabilities will support cloud computing advancements and AI workloads.

Nvidia's new GPU platforms are central to driving server shipments and AI capabilities.

AMD's new server technologies are expected to enhance market competition and supply.

AWS's advancements with Trainium chips are critical for cloud-based AI processing.

Google's investment in TPU platforms is expected to bolster their cloud service offerings.

TSMC's production capabilities are key to meeting the demand for new semiconductor technologies.

Minimal cybersecurity risks associated with hardware production.

No immediate data governance risks identified.

No significant reputational risks noted for key players.

Execution risks associated with scaling production of new technologies.

Continued demand may strain manufacturing infrastructure.

Geopolitical tensions may impact supply chains for semiconductor manufacturing.

Current regulations are not expected to disrupt the semiconductor market.

Complex global supply chains may face disruptions.

AI expansion may shift labor demands in tech sectors.

Liabilities related to AI deployments are manageable.