TrendForce Consultancy: It is expected that the total capital expenditure of CSP will increase to over $600 billion in 2026.

According to the report from the financial app Zhi Tong Finance, TrendForce predicts that the total annual growth rate of capital expenditures (CapEx) of the eight major cloud service providers (CSPs) globally in 2025 will increase from the original 61% to 65% based on the latest financial guidance released by the North American CSPs. It is expected that in 2026, CSPs will continue to maintain a positive investment pace, with total capital expenditures expected to rise to over $600 billion, with an annual growth rate of 40%, demonstrating the long-term growth potential of AI infrastructure development.