Institution: 2026 AI Server Shipment Growth Revised Up to Nearly 31%

TechFlow News, August 7, according to TrendForce's latest AI server industry research, amid soaring demand for AI infrastructure, the total capital expenditure of the global top nine Cloud Service Providers (CSPs) in 2026 is estimated to grow approximately 90% year-over-year. Recently, hyperscale CSPs and Tier-2 data center operators have significantly increased their willingness to purchase rack-scale AI server solutions such as NVIDIA GB/VR. Moreover, new generation ASIC platforms from Google and AWS will successively ramp up volume in the second half of 2026. Coupled with Chinese vendors expanding adoption of domestic AI solutions to meet cloud Large Language Model (LLM) AI demand, this has prompted TrendForce to upwardly revise the 2026 AI server shipment annual growth rate from the original 28% to nearly 31%. (Jin10)