Major hyperscalers introduce a variety of GPU， XPU， and CPU chips， leading to more diverse server rack and board designs. To meet different customer needs， ODMs need larger design teams， along with more assembly and testing capacity.

ODMs now have a good opportunity to reach new customers and expand their client base. As AI server designs become more customized， early engagement and customer trust will be key factors in securing long-term business.

AI server assembly requires heavy upfront investment in capacity and equipment. Vendors with stable customers are better positioned to support expansion and capture long-term growth.