Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026

T2Covered by 1 source · first reported by DigiTimes (headlines) at 30 Sept, 00:37 UTC

Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining as neocloud customers ramp up AI demand. DIGITIMES Intelligence expects the ODM-direct share of contract…

hardware

Sources

• T2Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026DigiTimes (headlines)30 Sept, 00:37