Vanguard expects strong power demand for AI servers in 2026

Vanguard International Semiconductor (VIS) anticipates significant growth in power demand for servers dedicated to artificial intelligence starting in 2026. This forecast suggests a notable impact on the semiconductor industry, with potential benefits for chip manufacturers and infrastructure solution providers.

The increasing adoption of AI applications, particularly those based on large language models (LLM), is fueling the need for increasingly powerful servers. These servers require high computing power, memory, and bandwidth, which translates into increased energy consumption. VIS's optimism reflects the belief that this trend will continue to accelerate in the coming years.