The investment bank's Q2 2026 AI tracker reveals massive upward revisions to GPU server shipments and data center capex, with implications for crypto mining and decentralized compute networksBernstein just dropped its Q2 2026 AI tracker report, and the firm projects the global server market will blow past $1 trillion by 2028, driven by accelerating AI infrastructure spending. The numbers behind the forecastBernstein’s revised estimates show a 15% compound annual growth rate for total server shipments through 2028, with GPU AI servers growing faster at a 22% CAGR over the same period. Total planned and in-construction data center investment now sits at approximately $1.2 trillion. On the chip side, ASICs are projected to represent about 45% of all CoWoS-based AI chip shipments. SoftBank has committed up to $85 billion for 5 gigawatts of data center capacity in France.