TrendForce expects capital spending by the world's nine largest cloud providers to climb roughly 90% year over year in 2026. The research firm points to stronger demand from hyperscale CSPs and tier-2 data centers for NVIDIA's rack-scale AI servers. It also notes that Google and AWS will ramp next-generation ASIC platforms in the second half of 2026. As a result, the annual growth forecast for AI server shipments has been revised up from 28% to nearly 31%.
TrendForce’s newest research says cloud infrastructure spending is surging fast. It now expects combined capital spending from the world’s nine biggest cloud service providers to rise by about 90% year over year in 2026.
What’s pushing that? Hyperscale CSPs and tier-2 data centers. They’ve been far more willing to buy NVIDIA’s rack-scale AI servers. And Google and AWS are set to begin scaling up their next-gen ASIC platforms in the second half of 2026.
Put those pieces together, and TrendForce has lifted its AI server shipment growth forecast from 28% to nearly 31% year on year.
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