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TrendForce's latest server market report says cloud providers' capital spending has reached historic highs and forecasts global server shipment growth of nearly 20% year on year in both 2026 and 2027
Verified 2026-11-04
Track with InsiderWhy it matters
Record cloud spending is lifting demand for servers as a whole, not just for AI systems, which spreads the boom across more of the hardware supply chain.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Compute
- Epoch AI tracks how much AI compute a dollar buys, measured in constant 2025 dollars across the chips companies actually purchased each quarter. Since 2023, AI chip price-performance has grown 49% a year, doubling every 1.7 years
- Amazon Web Services, the cloud unit that rents out computing power for AI, grew segment sales 39% year-over-year to $46.0 billion in the third quarter of 2026
- Applied Digital had signed long-term hyperscaler leases for 1,410 megawatts of AI data-centre capacity across five campuses as of May 31, 2026, worth approximately $36 billion in contracted revenue over the initial 15-year lease terms 1.41 gigawatts of AI data-centre capacity leased for $36 billion
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