TrendForce raised its 2026 global AI server shipment growth forecast to nearly 31% year-over-year, citing a roughly 90% jump in combined capex from the nine largest cloud service providers
TrendForce, a market research company, raised its forecast for global AI server shipment growth in 2026 to nearly 31% year-over-year. This revision from an earlier 28% forecast is attributed to an expected 90% year-over-year increase in combined capital expenditure from the nine largest cloud service providers. The increased spending, which TrendForce estimates will exceed US$886.7 billion in 2026, reflects continued investment in AI infrastructure.
Verified 2026-09-17
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Higher cloud spending is translating directly into more AI servers being shipped.
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