Top 8 CSPs' 2026 AI Capex to Top $710B
TrendForce forecasts global top 8 CSPs' capex exceeding $710B in 2026, up 61% YoY, fueled by AI server and infra investments. Firms include Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, Baidu. Shifting to Nvidia/AMD GPUs plus ASICs for AI efficiency.




