<div id="readability-page-1"><div>         <div>                        <p>,  /PRNewswire/ -- TrendForce's latest findings on the AI industry highlight that several major North American CSPs have recently raised their 2026 capital expenditure (CapEx) guidance in response to strong AI demand. As a result, TrendForce has revised its forecast for the combined CapEx of the world's top nine CSPs—Google, AWS, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu—up to approximately US$830 billion in 2026, with the annual growth rate raised from 61% to 79%.</p>             <p><span>                 Continue Reading                   <br/>                   <i></i>                                </span>             </p>             <div>               <div>                 <div>                                       <div>                                                               <figure>                        <p><img id="imageid_2" src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null"/>                    </p>                       <figcaption>                </figcaption>     </figure>                                                                                  </div>                 </div>               </div>             </div>             <p>Taking a look at the four major U.S. CSPs, Microsoft has increased its CapEx outlook to $190 billion, implying approximately 130% YoY growth. Around roughly $25 billion is attributable to rising component costs. Similarly, Google has raised its guidance from $175–185 billion to $180–190 billion, with growth exceeding 100%. Meta has revised its CapEx range upward from $115–135 billion to $125–145 billion, representing approximately 85% YoY growth. Lastly, AWS is expected to exceed $230 billion in CapEx this year, with growth of over 50% driven by demand for AI cloud services.</p>                            <p>TrendForce notes that the pace of CapEx expansion among North American CSPs exceeds the global average, underscoring that AI infrastructure has become a core long-term strategic priority. Investment is increasingly concentrated in the deployment of high-performance GPU clusters, in-house <span>ASIC</span> development, and next-generation data centers designed to support high-power-density computing.</p>               <p>The sharp rise in CapEx also signals sustained momentum in data center construction, led primarily by AWS, Microsoft, Google, Meta, and Oracle. As of the end of 2025, these five North American CSPs had deployed 800–900 data centers globally, with AWS accounting for the lion's share.</p><p>Among Chinese CSPs, Alibaba and ByteDance are the main drivers of expansion—though their strategies diverge. Alibaba is focusing on localized nodes and sovereign cloud offerings through Alibaba Cloud to penetrate emerging markets. Since announcing expansion plans in 2025, the company has established new regions in Brazil, France, and the Netherlands, enlarging its global footprint to 29 regions and 94 availability zones.</p><p>In contrast, ByteDance is aggressively expanding overseas through TikTok, with operations established across eight countries, including the U.S., Brazil, and Ireland, and major investments in Europe, Thailand, and Malaysia. This makes it the most geographically aggressive Chinese CSP.</p><p>TrendForce further notes that sustained AI demand will continue to drive global data center growth, with total installed power capacity expected to reach approximately 155 GW in 2026 (~+29% YoY). AI servers are also projected to surpass general-purpose servers in total electricity consumption in 2026 due to significantly higher power consumption per unit.</p><p>Further jumps in power consumption are expected in 2027–2028 as platforms such as GB300/Rubin and <span>ASIC</span>-based AI servers enter mass production. This trend will, in turn, support growth in key components such as HVDC power systems and liquid cooling systems.</p><p><i>For more information on TrendForce's semiconductor reports and market data, please visit the </i><i>Report Page</i><i>, or Email ([email protected]) the Sales Department.</i></p><p><i>For more on the latest technology industry news and trends, please visit </i><i>News</i><i>.</i></p><p><b>About TrendForce</b></p><p>TrendForce is a global leader in technology industry analysis and consulting services. With deep expertise spanning foundry, DRAM, HBM, NAND Flash, AI servers, robotics, near-eye displays, display panels, LEDs, MLCC, and green energy, it also offers in-depth research into key market drivers such as AI, automotive  technologies, 5G/6G communications, LEO satellites, and the IoT.</p><p>Backed by a team of top industry professionals, TrendForce has been at the forefront of global market research for over 25 years. More than 60% of its clients are among the world's top 500 companies.</p><p>TrendForce's global footprint includes Taipei, Shenzhen, Silicon Valley, New York, and Tokyo. With timely and strategic industry analysis, TrendForce delivers the critical information that empowers businesses to make smarter, faster decisions.</p><p>CONTACT: <span>[email protected]</span></p><p>SOURCE TrendForce</p><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTA2Jk5ld3NJdGVtSWQ9SEs1MjYyMSZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MDYwODAwUFJfTkVXU19VU1BSX19fX19ISzUyNjIx?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTA2Jk5ld3NJdGVtSWQ9SEs1MjYyMSZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MDYwODAwUFJfTkVXU19VU1BSX19fX19ISzUyNjIx"/></p></div>       </div></div>

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<p>TrendForce reports that major North American cloud service providers (CSPs) are significantly increasing their 2026 capital expenditure (CapEx) due to rising AI demand, projecting a total of approximately $830 billion for the top nine CSPs. Microsoft, Google, Meta, and AWS are leading this growth, with Microsoft expecting a 130% YoY increase. The report highlights a shift towards high-performance GPU clusters and next-generation data centers, indicating that AI infrastructure is a strategic priority. Chinese CSPs like Alibaba and ByteDance are also expanding, albeit with different strategies.</p>

- TrendForce reports that major North American cloud service providers (CSPs) have increased their 2026 capital expenditure (CapEx) projections due to high demand for AI, raising the forecast for the top nine CSPs to approximately US$830 billion.  
- Microsoft, Google, Meta, and AWS lead this trend, with significant YoY growth in CapEx driven by AI infrastructure investments, including high-performance GPU clusters and data center expansions.  
- As AI demand continues to rise, global data center growth and energy consumption are expected to surge, with installed power capacity projected to reach about 155 GW in 2026, largely due to AI servers.

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10:20 ETNorth American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce