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Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
What happened
According to DIGITIMES Intelligence, global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting concerns over the AI market. Arm-based CPU servers are expected to lead the expansion, while Nvidia's next-generation Vera Rubin platform faces supply constraints. These figures are forecasts, not achieved results; the source does not state the cause of the Vera Rubin supply constraints.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Arm-based CPU serversNvidia Vera Rubin platform
server shipments4Q26 forecastArm serverssupply constraintsDIGITIMES Intelligence
Source and time
Source: DigiTimes Asia · 11/8/2026 · View original source
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