Lates News

According to the latest AI server industry research by TrendForce, in the context of rising demand for AI infrastructure, global capital expenditure from the nine major cloud service providers (CSPs) is expected to grow by approximately 90% year-on-year by 2026. Recently, the purchasing willingness of large CSPs and Tier-2 data center operators for NVIDIA's GB/VR integrated AI server solutions has significantly increased. Additionally, Google and AWS are set to launch their next-generation ASIC platforms in the second half of 2026. Alongside this, Chinese companies are expanding their adoption of domestic AI solutions to meet the AI needs of cloud-based large language models (LLMs), leading TrendForce to raise its forecast for the year-on-year growth rate of AI server shipments in 2026 from the previous 28% to nearly 31%.