Today we unveiled Pixel 11, Pixel 11 Pro, and Pixel 11 Pro XL, which come with major camera upgrades, enhanced durability, and our fastest, most powerful chip, Google Tensor G6, that runs the latest Gemini Nano model.

These phones are designed for Gemini Intelligence to deliver time-saving, personal help and include new camera experiences that will help you better capture the moment in your authentic style.

In mid-May, Google announced that it is working on bringing its new Googlebook devices to the masses, with a promise to introduce a new operating system featuring integrated Gemini AI across the board. As the company collaborates with multiple OEMs, including Acer, ASUS, Dell, HP, and Lenovo, we have received the first leak of the Lenovo Googlebook 15 model. This model is set to offer a 15-inch experience of Google's upcoming "Aluminium" operating system. Thanks to a leak by Digital Citizen, we can see the first renderings of the Lenovo Googlebook 15, showcasing a sandblasted aluminium casing in a 15-inch body. The device features the traditional Lenovo bezel and overall design, housed in a medium-thickness body.

On the keyboard front, Lenovo has included a small "G" button with the Google icon, reminiscent of the Windows key on standard Windows-based laptops. Two speakers flank the keyboard, and the left side of the unit includes an HDMI port, a USB-C or Thunderbolt port, and a 3.5 mm headphone jack. On the right, there is another USB-C port, a USB Type-A port, and a slot similar to an SD card reader. Specifications such as display resolution, refresh rate, and details about the processor powering this PC are currently unknown, but we expect to learn more when Googlebooks officially launch. Scheduled for release in the fall of this year, we are still months away from the official debut.

NVIDIA is in talks to provide roughly $250 billion in financing guarantees for OpenAI's planned data center campus in southern Ohio, according to the Wall Street Journal, cited by Reuters. The project is being developed by SB Energy, a SoftBank subsidiary and is a 10-gigawatt facility sited on a decommissioned uranium-enrichment site about 50 miles south of Columbus, Ohio. The total cost, including chips, could exceed $500 billion making it the largest data center project announced to date. The financing structure would have NVIDIA backstop a set of lending instruments to reassure investors, which is necessary partly because OpenAI hasn't turned a profit and can't qualify for investment-grade credit on its own. The $250 billion commitment covers the lease and construction financing but not the chips. For those it seems that NVIDIA is also in talks to help fund OpenAI's chip purchases, a figure the WSJ puts at up to $350 billion. Remember that last year, OpenAI and NVIDIA teamed up on a huge project to set up 10 gigawatts of NVIDIA systems, the latter planning (at that time) to invest up to $100 billion into OpenAI.

For OpenAI the deal would be its first directly leased data center, reducing dependence on Microsoft, Amazon, and Oracle for cloud infrastructure. The company has since raised its projected computing spend to around $750 billion through 2030. For NVIDIA, backing the project effectively locks in chip demand for years. Power for the site is controlled by the U.S. government and funded separately through a recent trade deal with Japan, which agreed to invest $33 billion in a natural gas plant on the federal land in exchange for lower tariffs. Power allocation is controlled by US Commerce Secretary Howard Lutnick, OpenAI, Anthropic, Microsoft, and Google have all been in contact with him about the site. The first phase is expected to be completed in 2028 at around 800 megawatts. However, the terms of the deal are not final, and it could be scrapped.

Intel and Google Cloud today announced an expansion of their previously announced multi-year strategic collaboration, which would accelerate Intel's enterprise-wide digital evolution through the deployment of Gemini Enterprise and Google Cloud.

Intel will integrate advanced, Gemini-powered generative AI across its global workforce, helping to scale capabilities and bolster traditional workflows across engineering, supply chain, and corporate operations. Google Cloud's highly scalable infrastructure will also augment Intel's semiconductor development environment, introducing custom, agentic workflows to speed the chip design lifecycle and streamline cross-functional execution.

Samsung Electronics and Google today unveiled new intelligent eyewear at Google I/O 2026 by giving a first look at two premium styles created with eyewear partners Gentle Monster and Warby Parker. Designed to work as a companion device to a mobile phone, the new eyewear enables users to access help through voice interaction and connect seamlessly to their phones, all through a familiar form factor.

Co-created with the eyewear partners, the intelligent eyewear combines breakthrough AI capabilities with comfort and style, merging Samsung's leadership in hardware engineering and Google's AI technology with premium eyewear design. Each eyewear brand brings a distinct design approach to the device. Renowned for their legacies in fashion eyewear, Gentle Monster presents styles with disruptive yet refined aesthetics, while Warby Parker showcases refined and timeless designs.

Google launched its "Googlebook" laptops yesterday, introducing a new intelligent platform that leverages Gemini AI, succeeding its Chromebook offerings. Initially, it was unclear what hardware Google would use for its upcoming laptop models. However, Intel announced that it has been collaborating with Google on these models, with Intel Core processors at the core of the platform. Google is likely to pair these laptops with Intel's latest Core Series 300 "Wildcat Lake" processors, which the company recently launched. This means that Googlebooks will feature an x86 platform based on Intel processors, with six CPU cores consisting of two "Cougar Cove" P-cores and four LPE "Darkmont" cores. They will also include an NPU 5 with 40 TOPS of INT8 data, an Xe display and media engine, and a GPU with up to two Xe3 cores, all built on Intel's 18A internal node.

However, Intel will not be the exclusive platform provider for Googlebooks. In an exclusive interview with Google VP John Maletis, ChromeUnboxed learned that Google has set strict requirements for its OEM partners, including specifications for CPU, memory, keyboard layout, and storage configurations for its upcoming devices. Since launch partners will also include Qualcomm and MediaTek, we can expect to see Arm-powered Googlebooks as well. Acer, ASUS, Dell, HP, and Lenovo will be participating in the launch of the new Googlebook lineup, with devices reportedly arriving this fall.

Google is preparing to refresh its laptop lineup, replacing the traditional Chromebook branding with the new "Googlebook" name. According to a now-deleted XDA Developers post, archived by some Redditors, Google is collaborating with several PC OEMs to launch what seems to be the successor to its well-known Chromebook devices. Notably, Acer, ASUS, Dell, HP, and Lenovo will be participating in the launch of the new Googlebook lineup, with devices reportedly coming this fall. Each of these OEM partners will create their own version of the Googlebook, adding their unique style. We have seen an official render featuring what appears to be a glowing RGB strip, which the company calls "Glowbar." Whether it will be more than just a gimmick remains to be seen.

The focus of Google's customization with these Googlebooks is the deep integration of the company's AI services. These include applications such as "Magic Pointer," which takes context from the user's screen and uses Gemini AI to understand the situation, providing additional context or using an image generation mode to combine and edit photos. Another highlighted feature is "Cast My Apps," which connects Android smartphones and allows users to interact directly with their phones from the laptop. This is similar to Apple's macOS iPhone Mirroring app, indicating that Google is taking inspiration from other ecosystems. Interestingly, we still don't know what hardware these laptops will run on, but we expect more details to be revealed at today's Android Show I/O Edition or in the coming weeks.

SiFive, Inc., the gold standard for RISC-V computing, today announced the launch of the SiFive Performance P570 Gen 3, the most powerful and efficient out-of-order processor core in its class. Purpose-built for demanding edge AI, high-end consumer, and commercial IoT applications, the P570 Gen 3 delivers a large leap in performance compared to the popular P550 Gen 1, and also provides the most modern RVA23 ISA profile support.

This versatile IP can be used as the control processor in embedded IoT devices, running a full networking stack, or can be used as the main applications processor in consumer devices, running rich OSs, such as Android or enterprise-grade Linux. The high-performance vector unit supports running AI models and inference on edge devices.

ASUS today announced the latest version of the ASUS Chromebook CM14 (CM1406), a powerful yet budget-friendly 14-inch laptop featuring a stylish and premium design. This laptop is built for everyday productivity, with support for up to 8 GB of LPDDR5x-6400 MT/s RAM and 128 GB of eMMC storage. The FHD display with a wide viewing angle and 86% screen-to-body ratio enhances the viewing experience There's also full connectivity via an HDMI port and two USB 3.2 Gen 1 Type-C full-function ports.

The series features an exciting range of three colors—Platinum Silver, Forest Blue, and Blue Aura. The keyboard matches the chassis for a cohesive look, while the polished diamond-cut finish gives the device an elegant and premium appearance. Effortless power is delivered by the MediaTek Kompanio 540 processor—using an efficient Arm-based architecture—and easy portability is assured with a starting weight of just 1.32 kg. A 180° lay-flat hinge allows the expansive FHD display to be easily shared, and HDMI support—a rare feature for this price point—enables enhanced learning, entertainment, and work experiences. Up to 23 hours of battery life ensures maximum on-the-go convenience.

Google Chrome is reportedly downloading a 4 GB AI model onto user PCs without consent, prior information, or any way for less technical users to discover it independently. According to Alexander Hanff, who publishes a blog called "That Privacy Guy," Google Chrome is installing a 4 GB Gemini Nano model locally without user consent. The researcher discovered that Google Chrome downloads and installs the local AI model automatically, without any user input. Google Chrome initiates this process by creating an "OptGuideOnDeviceModel" folder, which contains a "weights.bin" file that is exactly 4 GB. This file is used for Google's Gemini Nano model, which handles on-device scam detection, AI-assisted writing, and other tasks. The entire process takes about 15 minutes to complete, all without the user's knowledge.

Why does this happen? Google Chrome automatically scans your device to assess whether it can run local AI models and only triggers the download when AI features are active. There is no specific checkbox in the browser settings indicating a 4 GB local AI model download. Interestingly, users who deleted this 4 GB model found that Google Chrome redownloaded it repeatedly, continuing the cycle. The only way to prevent or disable the download is by disabling Chrome's AI features through the "chrome://flags" settings, using enterprise policy settings in your organization, or simply uninstalling Chrome to stop the automatic downloads.

Canonical has today released Ubuntu 26.04 LTS as the company's latest update to the mainstream Linux distro. As we reported previously, Canonical has upgraded the minimum system requirements to 6 GB of RAM, but that change comes alongside a number of upgrades to the distro itself, some of which will be immediately noticeable, while others will silently improve the user experience in the background. Ubuntu users can download Ubuntu 26.04 directly from Canonical, or users of previous Ubuntu versions can simply run "do-release-upgrade -p" in their terminal.

The biggest user-facing change is the move to Gnome 50, which now mandates Wayland and has improved, non-experimental support for both VRR and fractional scaling. Gnome 50 also implements a new feature that allows the cursor to render at the monitor's full refresh rate, even if the foreground app is running at a lower frame rate. The Gnome 50 update also sees the Yaru theme get some nifty visual tweaks that bring it closer to the standard Gnome theme and a new icon pack. Resolute Raccoon also moves Ubuntu up to the Linux kernel 7.0, adding better memory management, removing the "experimental" tag from Rust, and updating various drivers and services, like ZFS, and adding security features, like TPM-backed full-disk encryption. Ubuntu 26.04 is also the first Ubuntu version to ship NVIDIA CUDA out of the box, and AMD's ROCm platform is available in the Ubuntu repos for those looking to run local AI.

Intel has posted better-than-expected Q1 2026 results, with $13.58 billion in revenue, up 7.2% year over year and well ahead of the $12.42 billion analysts had forecast. Adjusted earnings per share hit 29 cents against an expectation of just one cent, sending the stock up more than 15% in after-hours trading. Data center and AI were strong performers, bringing in $5.1 billion against estimates of $4.41 billion. The foundry division revenue generated $5.4 billion, though the vast majority of that was Intel's own internal business. External customer revenue was less than $200 million, mostly legacy wafer work. Also, Intel ASIC business is on track for more than $1 billion in revenue this year. Part of the Q1 surprising results came from Intel clearing out finished goods inventory it hadn't expected to move, according to CFO David Zinsner. The company is also raising chip prices to offset rising production costs, which is reflected in its Q2 guidance of $13.8 to $14.8 billion, a bit more than the $13 billion Wall Street had estimated.

Going back to the foundry side, Intel scored two notable wins on this front. Tesla signed on as Intel's first major 14A customer for Elon Musk's Terafab AI chip complex in Austin, however, the details of this deal are still unknown. The most logical scenario is that Terafab will license the Intel 14A process, but neither side has confirmed it. The second win came earlier this month when Intel expanded its AI CPU deal with Google, the two companies extending their co-development of custom ASIC-based IPUs.

Today at Google Cloud Next, we are introducing the eighth generation of Google's custom Tensor Processor Unit (TPU), coming soon with two distinct, purpose-built architectures for training and inference: TPU 8t and TPU 8i. These two chips are designed to power our custom-built supercomputers, to drive everything from cutting-edge model training and agent development, to massive inference workloads. TPUs have been powering leading foundation models, including Gemini, for years. These 8th generation TPUs together will deliver scale, efficiency and capabilities across training, serving and agentic workloads.

In this age of AI agents, models must reason through problems, execute multistep workflows and learn from their own actions in continuous loops. This places a new set of demands on infrastructure, and TPU 8t and TPU 8i were designed in partnership with Google DeepMind to take on the most demanding AI workloads and adapt to evolving model architectures at scale.

Intel Foundry has been attracting significant attention from the industry lately, with some of the world's largest companies expected to announce new foundry commitments this fall, according to UBS Group. The investment bank has reported that Intel Foundry is on the brink of securing many new contracts scheduled for this fall, citing the release of version 1.0 of the 14A node process design kit (PDK) as a key catalyst. There have been numerous rumors that Apple, AMD, NVIDIA, Google, and Broadcom are considering utilizing Intel's silicon manufacturing, including the 18A, 18A-P, and 18A-PT nodes, as well as the upcoming 14A node. Apple is rumored to manufacture some of its M-Series "Apple Silicon" laptop processors in 2027 using the 18A-P node, while Google might leverage Intel's EMIB and Foveros 3D advanced packaging technology for some of its TPU designs.

Companies regularly evaluate leading industry nodes but often choose TSMC's manufacturing due to its reliability, high volume capacity, and advanced packaging, which has produced numerous high-performance and low-power designs at scale. However, Intel Foundry has been investing significant resources and logistics into attracting external clients, leading UBS to anticipate multiple foundry commitments being announced this fall. Late last year, we learned that Apple was waiting for Intel to release the 18A-P PDK version 1.0 or 1.1, scheduled for Q1 and Q2 of 2026, respectively. As we are now in Q2, we are awaiting further confirmation to see if Apple proceeded with the deal, but UBS expects it did.

Intel Corporation (NASDAQ: INTC) and Google today announced a multiyear collaboration to advance the next generation of AI and cloud infrastructure, reinforcing the critical role of CPUs and custom infrastructure processing units (IPUs) in scaling modern, heterogeneous AI systems.

As AI adoption accelerates, infrastructure is becoming more complex and heterogeneous, driving increased reliance on CPUs for orchestration, data processing and system-level performance. Through this collaboration, Intel and Google will align across multiple generations of Intel Xeon processors to improve performance, energy efficiency and total cost of ownership across Google's global infrastructure.

Stock prices of DRAM manufacturers dipped by as much as 19% over the past 5 days, over the March 24 announcement of Google TurboQuant, a new technology that Google claims will reduce the memory footprint of AI models by a factor of 6, and improve inference speeds by a factor of 8. As of this writing, Micron Technology (NASDAQ: MU) dipped 19.5% over the last 5 days. Over in Korea, SK Hynix saw its stock price drop by 6%, while Samsung Electronics saw a dip by 5%.

TurboQuant is an advanced quantization algorithm developed by Google that delivers massive data compression for LLMs and vector search engines. It effectively tackles memory bottlenecks in the key-value cache and accelerates similarity lookups without sacrificing model accuracy. TurboQuant achieves this efficiency by combining two novel techniques: PolarQuant, which simplifies data geometry using polar coordinates to eliminate traditional memory overhead, and Quantized Johnson-Lindenstrauss (QJL), a 1-bit mathematical error-checker. Capable of compressing the key-value cache to just 3 bits without requiring fine-tuning, TurboQuant enables up to 8x faster runtimes on GPUs, establishing a new standard for AI efficiency.

Square Enix previously revealed that it would be leaning into generative AI tech for coding and bug fixing, aiming to rely on the tech for as much as 70% of its QA and debugging by the end of 2027. It seems as though the game publisher is experimenting with AI in a much more public way, according to a new report by The Sankei Shimbun. The Japanese publication reports that Square Enix announced a new AI integration into the Japan-exclusive Dragon Quest X MMORPG, which will take the form of a ball of slime—appropriately named Chatty Slimey—in order to help players feel less lonely and guide them through the start of the game.

The AI chatbot will receive text input, combined with the context of the player's on-screen content as context, and will respond with a generated voice when called upon. There will also be instances where the chatbot will appear without being summoned, like when the player beats a particularly difficult enemy or obtains a rare item—presumably this will help players learn about the game's systems and loot. Square Enix says that, despite Dragon Quest X's large player base, the game has a particularly steep learning curve, which can be a barrier to entry for new players, which is why it was chosen for the AI chatbot. It's unclear if similar tech will be introduced in other games at the time of writing, but given the studio's previous interest in AI, it seems likely that this test, which is currently seeking beta testers, will inform future implementations.

TrendForce's latest research on the foundry industry reveals that continued investment in the AI arms race by North American CSPs and AI startups will keep demand for AI processors and supporting ICs strong in 2026. Global foundry revenue is projected to grow 24.8% YoY to approximately US$218.8 billion, with TSMC expected to post the largest increase of around 32% YoY.

Demand for advanced nodes will continue to be driven by AI GPUs from companies such as NVIDIA and AMD. Meanwhile, North American CSPs, including Google, AWS, and Meta, and AI startups such as OpenAI and Groq, are accelerating the development of their own AI chips. Many of these designs are expected to enter volume production and begin shipping in 2026, becoming key drivers for 5/4 nm and more advanced process technologies.

Back at CES this year, ASUS ROG announced the Strix OLED XG34WCDMS with an RGB QD-OLED panel and now the company has announced a variant of that same monitor, called the Strix OLED XG34WCDMTG, which oddly enough seems to be available ahead of the model announced at CES. The TG appears to stand for TV Google or something along those lines, as the XG34WCDMTG is ASUS's first gaming monitor with built-in Google TV support. We've already seen several monitors from both LG and Samsung that integrate TV functionality, but this appears to be one of the first, if not the first gaming monitor with Google TV support. The XG34WCDMTG comes with a version of Google TV based on Android 14 and comes with GeForce NOW as a pre-installed app, although we're unsure who would buy this to use the game streaming service over their PC.

Other Google TV specific features include Wi-Fi 6 support, a remote control, voice control and wireless projection. As far as the monitor specifications are concerned, the XG34WCDMTG sports a 34-inch, 3440 x 1440 RGB QD-OLED panel with an 1800R curvature with a typical brightness of 250 nits, but it can peak at 1000 nits in HDR mode. The panel has a maximum refresh rate of 240 Hz and it has a 0.03 grey to grey response time. The port selection consists of two HDMI 2.1 ports with FRL support, one DP 1.4, one USB Type-C with DP Alt mode and 90 W USB PD support, a pair of USB 2.0 ports and a headphone jack. The stand supports tilt, swivel and height adjustment. The XG34WCDMTG is currently sold on Amazon in the US for US$1,199, which according to Notebook Check is a US$200 premium over the XG34WCDMS.

Discord recently announced its age verification system, which would set all current user accounts to a teen-appropriate account mode by default unless the user's age is verified by an inference model or by submitting a selfie video or government ID. The backlash in online circles was notable, with some decrying the move because of privacy concerns after Discord's age verification partner already suffered a leak in October 2025. The announcement also reportedly resulted in a surge in searches for alternatives to the platform.

According to Google Trends search analytics, the search volumes for "Discord alternative" skyrocketed immediately after the announcement of the new age verification policy on February 9. Popular related searches also show a rise in search popularity for alternatives like Matrix, Root, Stoat (previously Revolt), Ventrilo, and even TeamSpeak, while a post in r/pcmasterrace on Reddit suggesting that gamers need a "proper Discord alternative" has 16,000 upvotes and over 2,000 comments, with most commenters in agreement, and many suggesting Stoat for its open-source development. Others have chimed in lamenting not only the age verification requirements but also the decline in quality of Discord and the aggressive monetization that has become popular on Discord lately.

Intel and Google published the results of a significant joint security review of Intel Trust Domain Extensions (Intel TDX). The five-month engagement between Intel's INT31 research team and Google Cloud Security focused on hardening Intel TDX Module 1.5, the core software responsible for managing confidential virtual machines. The review identified five vulnerabilities and 35 other weaknesses or areas for improvement. According to Intel, all five vulnerabilities were patched in the latest code version released to partners.

Intel TDX represents a shift in data center security. Unlike traditional virtualization, where the hypervisor has full access to guest data, TDX creates "Trust Domains" (TDs), or hardware-isolated virtual machines. These are cryptographically isolated from the hosting infrastructure using Intel's Secure Arbitration Mode (SEAM). The system relies on the Intel TDX Module, a digitally signed software shim running in SEAM. It enforces security policies that hardware alone cannot handle. Because a compromise of this module could theoretically bypass the system's isolation guarantees, it is a critical verification target.

The AI arms race is now in full swing, and corporate espionage is reaching levels beyond what we previously imagined. According to the United States Department of Justice (DOJ), former Google software engineer Linwei Ding has been convicted of economic espionage and theft of confidential AI technology, specifically related to Google Tensor Processing Units (TPUs). An FBI investigation revealed that the ex-Googler was suspected of stealing information about the entire infrastructure surrounding TPUs, including chip architecture, external connectivity, and more. The DOJ concluded that Linwei Ding was acting for the benefit of the People's Republic of China (PRC), with the primary goal of stealing sensitive intellectual property that Google has spent years and billions of US Dollars developing. Naturally, Google collaborated with the FBI to protect its intellectual property and found the former employee guilty of stealing as many as two thousand pages of confidential information.

U.S. Department of JusticeThe trade secrets contained detailed information about the architecture and functionality of Google's custom Tensor Processing Unit chips and systems and Google's Graphics Processing Unit systems, the software that allows the chips to communicate and execute tasks, and the software that orchestrates thousands of chips into a supercomputer capable of training and executing cutting-edge AI workloads. The trade secrets also pertained to Google's custom-designed SmartNIC, a type of network interface card used to facilitate high speed communication within Google's AI supercomputers and cloud networking products.

Google's return to the desktop has been now cemented with the latest leak of the so-called "Aluminium OS." Accidentally shared by Google, 9to5Google managed to capture some screen recordings of this new creation that Google has been developing behind the scenes. A recent submission to the Google Issue Tracker revealed a Chrome Incognito bug, complete with video evidence from a system running Aluminium OS. Before the video was removed, 9to5Google obtained recordings showing a new Android-powered PC operating system. Running on the latest Android 16 platform, the system is being internally tested on an HP Elite Dragonfly 13.5 Chromebook laptop equipped with 12th Generation Intel "Alder Lake-U" Core processors. As a test unit, this marks a significant shift from the Android OS used on mobile Arm-based systems, as Aluminium OS now operates smoothly on x86 architecture.

Pictured is the new operating system in all its glory. The desktop design resembles a blend of macOS aesthetics and elements from the Gnome desktop environment typical of Linux distributions. It features a taskbar at the bottom, centrally positioned like in the default version of Windows 11. The battery status and Wi-Fi icons are located in the top right corner, alongside a Gemini button for easy AI access. In September 2025, at Qualcomm's 10th annual Snapdragon Summit, Qualcomm CEO Cristiano Amon and Google's head of platforms and devices, Rick Osterloh, discussed this new operating system. Google plans to merge its ChromeOS and Android for PC projects into a single branch, resulting in an Android for PC version called "Aluminium OS." This new OS will incorporate Google's advanced AI technologies from Gemini, running on more powerful mobile designs powered by the latest x86 architecture. It will feature processors with capable NPUs, allowing Google's open-source Gemma models to run locally without any issues.

Microsoft has confirmed that the company complied with the request of the United States Federal Bureau of Investigation (FBI) to give away BitLocker encryption keys for unlocking customer data on three laptops. According to Forbes, early last year FBI handed a warrant to Microsoft for recovery keys that are protecting three laptops from the Guam area, which were running Microsoft's BitLocker encryption on their drives. For those unaware, BitLocker uses 128 and 256-bit AES encryption over entire drive volumes, so the data becomes unusable once it is out of user's hands. Only a generated key can unlock the data with the exact combination, making it impossible for third-parties to unveil what is happening inside the storage volume.

However, now Microsoft spokesperson Charles Chamberlayne has confirmed for The Verge that the every BitLocker key generated for the local device usage is also stored in Microsoft's online storage server. He continued elaborating that "customers can choose to store their encryption keys locally, in a location inaccessible to Microsoft, or in Microsoft's cloud. We recognize that some customers prefer Microsoft's cloud storage so we can help recover their encryption key if needed. While key recovery offers convenience, it also carries a risk of unwanted access." However, having these encryption keys stored online is a massive security vulnerability, as personal privacy can be circumvented in case a government body like FBI requests the key.

North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market research from TrendForce. The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts. Consequently, TrendForce predicts that total global server shipments, including AI servers, will accelerate from 2025, with a 12.8% YoY growth in 2026.

The server market from 2024 to 2025 primarily centered on training advanced large language models (LLMs), utilizing AI servers with GPUs and HBM for parallel computing. However, starting in the second half of 2025, the growth of AI agents, LLaMA-based applications, and Copilot upgrades shifted CSP's focus toward inference services as a monetization strategy. AI inference workloads are now deployed not only on dedicated AI server racks but also on general-purpose servers that handle pre- and post-inference computing and storage.