TrendForce raised its 2026 AI server shipment growth forecast to nearly 31% from 28%, citing surging AI infrastructure demand. The research house estimates total capex by nine major cloud service providers (CSPs) will climb about 90% YoY in 2026. Hyperscalers and Tier‑2 data centers have noticeably increased purchases of NVIDIA GB/VR rack‑scale AI server solutions, and Google and AWS next‑generation ASIC platforms are expected to ramp in H2 2026. TrendForce also flagged expanded adoption of dome

TrendForce raised its 2026 AI server shipment growth forecast to nearly 31% from 28%, citing surging AI infrastructure demand. The research house estimates total capex by nine major cloud service providers (CSPs) will climb about 90% YoY in 2026. Hyperscalers and Tier‑2 data centers have noticeably increased purchases of NVIDIA GB/VR rack‑scale AI server solutions, and Google and AWS next‑generation ASIC platforms are expected to ramp in H2 2026. TrendForce also flagged expanded adoption of domestic Chinese AI solutions to support cloud LLM workloads as an additional demand driver.