TrendForce raised its 2026 global AI server shipment growth forecast to nearly 31% year-over-year, up from an earlier 28% estimate, as the world's nine largest cloud service providers are set to lift combined capital expenditure by roughly 90% year-over-year
TrendForce, a market research company, updated its forecast for global AI server shipments in 2026. The new estimate of nearly 31% year-over-year growth is an increase from its previous 28% estimate. This revision is based on an expected 90% year-over-year increase in combined capital expenditure by the world's nine largest cloud service providers in 2026.
Verified 2026-09-24
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Forecasters keep raising expectations for AI servers, because cloud giants keep raising their spending.
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