TrendForce: Global CSP capex is expected to exceed $957 billion in 2026, and will continue to grow by 60% next year.

According to the latest AI Server industry research by TrendForce, driven by hyperscale cloud service providers (CSPs) expanding their investments in servers and AI infrastructure, the total capital expenditure of the world's top nine CSPs is projected to exceed US$957 billion in 2026, representing a year-over-year growth of 106%; in 2027, it is expected to surpass US$1.5 trillion, with a year-over-year growth of 60%, both outperforming previous forecasts.