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BlockBeats News, August 7th — According to the latest AI Server Industry Research from TrendForce, amid the surge in AI infrastructure demand, the total capital expenditure of the world's top nine Cloud Service Providers (CSPs) in 2026 is estimated to grow by approximately 90% year-on-year.
In the recent period, mega CSPs and Tier-2 data center operators have shown a significantly increased interest in procuring NVIDIA's GB/VR full-rack AI server solutions. Additionally, Google and AWS will scale up their new generation ASIC platforms in the second half of 2026. Meanwhile, Chinese players are expanding their adoption of domestic AI solutions to meet the demands of Cloud Large Language Model (LLM) AI applications. This has led TrendForce to revise up the 2026 annual shipment growth rate of AI servers from the original 28% to nearly 31%.
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