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This is interesting. Goldman Sachs expects market growth for rack-level AI servers to slow due to factors like the effects of the product transition period, ongoing supply and demand uncertainty, and increasing production complexity. As a result, it has revised its shipment forecasts for 2025 and 2026 downward—from 31,000 units and 66,000 units to 19,000 and 57,000 units, respectively (based on a 144-GPU equivalent). Alongside this, Goldman Sachs has also reduced its target prices for several Taiwan-based companies in the AI server supply chain. More: * demand for high-performance AI Servers will not be completely replaced by rack-level forms * there is optimism regarding the outlook for AI inference and general Servers, driven by the application of AI technology and the recovery of the upgrade cycle This article was written by Eamonn Sheridan at www.forexlive.com.