TrendForce's AI Server industry research forecasts hyperscale cloud service providers' expanded server and AI infrastructure spending will lift combined capex for the world's top nine CSPs to over $957bn in 2026 (YoY +106%) and above $1.5tln in 2027

2026-10-14

TrendForce's AI Server industry research forecasts hyperscale cloud service providers' expanded server and AI infrastructure spending will lift combined capex for the world's top nine CSPs to over $957bn in 2026 (YoY +106%) and above $1.5tln in 2027 (YoY +60%), both exceeding prior expectations. The nine CSPs are Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba and Baidu.