Goldman Sachs raises global AI servers TAM forecast to ~$1.1 trillion in 2027

Goldman Sachs has raised its global servers total addressable market forecast by 31%/45% in 2027/28E to roughly $1.1 trillion and $1.6 trillion respectively. New AI server shipment forecasts imply AI chip demand of 18m/29m/38m units in 2026-28E.

Detected & updated continuously · Source: Nebula