TrendForce: Global capital expenditure by the top nine CSPs will exceed $957 billion in 2026

According to the latest AI server industry research from TrendForce, with hyperscale cloud service providers (CSPs) expanding investments in servers and AI infrastructure, it is expected that by 2026 the total capital expenditure of the world's top nine CSPs will exceed $957 billion, with an annual growth rate of 106%. In 2027, this figure is expected to surpass $1.5 trillion, with an annual growth rate of 60%, both outperforming previous forecasts. TrendForce states that the nine CSPs include Google, Amazon, Meta, Microsoft, Oracle, as well as ByteDance, Tencent, Alibaba, and Baidu.