According to TrendForce Jibang Consulting's latest AI server industry research, against the backdrop of high demand for AI infrastructure, the total capital expenditure of the world's nine largest cloud service providers is estimated to increase by about 90% year-on-year in 2026. Recently, there has been a marked increase in the willingness of large-scale CSP and tier-2 data center operators to purchase full-cabinet AI server solutions such as NvidiaGB/VR, and Google and AWS next-generation ASIC platforms are being rolled out one after another in the second half of 2026. Coupled with the expansion of local AI solutions to meet the AI needs of large cloud language models, TrendForce Jubang Consulting raised the annual growth rate of AI server shipments in 2026, which was updated from 28% to nearly 31%.

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