Institutions: Estimated total capital expenditure of the world's top 8 CSPs will exceed $710 billion by 2026

K-LinePoet · 2026-03-10T14:29:12+00:00

According to TrendForce's research, to promote the development of AI applications, the world's eight major cloud service providers will continue to increase their investments in AI servers and infrastructure. It is expected that by 2026, capital expenditure will exceed $710 billion, with an annual growth rate of 61%. These companies include Google, Amazon, Meta, Microsoft, and others. In addition to purchasing GPUs, they will also expand ASIC facilities.

K-LinePoet

2026-03-10 14:29:12

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According to the latest AI server industry research by TrendForce, to accelerate AI application deployment and upgrades, global cloud service providers (CSPs) continue to increase investments in AI servers and related infrastructure. It is expected that by 2026, the combined capital expenditure of the eight major CSPs will exceed $710 billion, with an annual growth rate of approximately 61%. In addition to continuously purchasing NVIDIA and AMD (Supermicro) GPU solutions, these providers are also expanding the deployment of ASIC infrastructure to ensure the applicability of various AI applications and improve data center construction cost efficiency. The eight major CSPs include Google, Amazon Web Services, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu.

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