TrendForce has raised its 2026 AI server shipment growth forecast to nearly 31%, up from a prior 28% estimate. The firm's latest AI server industry research attributes the upgrade to surging AI infrastructure demand. It projects that combined capital expenditure by the world's nine largest cloud service providers (CSPs) will jump about 90% year over year in 2026. Demand is being fueled by heightened purchasing intent from hyperscale CSPs and Tier-2 data center operators for NVIDIA's GB/VR rack-scale AI server solutions. Google and AWS are also expected to begin volume shipments of their next-generation ASIC platforms in the second half of 2026. Meanwhile, Chinese vendors are increasingly tapping domestic AI solutions to support cloud-based large language model (LLM) workloads. TrendForce said these factors together drove the upward revision in shipment growth.
TrendForce has revised its 2026 forecast for AI server shipment growth, lifting expectations to nearly 31% year over year from a previous projection of 28%.
In its latest AI server industry research, the firm points to robust AI infrastructure demand. Capital spending by the world's nine largest cloud service providers (CSPs) is expected to rise roughly 90% in 2026, it says. Purchasing interest from hyperscale CSPs and Tier-2 data center operators for NVIDIA's GB/VR rack-scale AI server solutions has strengthened recently. Google and AWS are set to ramp up their next-generation ASIC platforms in the second half of 2026.
Chinese vendors are also expanding their use of domestic AI offerings to support cloud-based large language model (LLM) workloads. These factors, according to TrendForce, drove the upgrade from 28% to nearly 31%.
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan. Disclaimer:
The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.
Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.
