TrendForce said in its latest AI server industry report that strong AI infrastructure demand will lift total capex by nine major global cloud service providers about 90% YoY in 2026. Hyperscalers and Tier‑2 data‑center operators have markedly increased purchases of NVIDIA GB/VR full‑rack AI server solutions, and Google and AWS are slated to ramp next‑generation ASIC platforms in H2 2026. TrendForce also flagged growing adoption of domestic AI solutions by Chinese providers to support cloud LLM w

TrendForce said in its latest AI server industry report that strong AI infrastructure demand will lift total capex by nine major global cloud service providers about 90% YoY in 2026. Hyperscalers and Tier‑2 data‑center operators have markedly increased purchases of NVIDIA GB/VR full‑rack AI server solutions, and Google and AWS are slated to ramp next‑generation ASIC platforms in H2 2026. TrendForce also flagged growing adoption of domestic AI solutions by Chinese providers to support cloud LLM workloads, and raised its 2026 AI server shipment growth forecast from 28% to nearly 31% YoY.