India, April 10 -- According to TrendForce's latest findings on AI servers, NVIDIA's high-end AI chip shipment mix is expected to change in 2026. The combined share of Hopper and Rubin series in overall high-end GPU shipments is anticipated to decrease due to geopolitical issues and ongoing supply chain changes. Meanwhile, the Blackwell series is projected to grow markedly from 61% to 71%, solidifying its leading position in the market.

TrendForce notes that strong AI demand, along with NVIDIA's push for integrated GB/VR rack solutions that require higher chip content, will drive a notable increase in high-end GPU shipments in 2026. However, the annual growth rate is slightly revised downward from the previously estimated 26.8% to around...