TrendForce said AI server shipments are forecast to rise 31% year-on-year in 2026, up from a 28% target previously. The …
TrendForce said AI server shipments are forecast to rise 31% year-on-year in 2026, up from a 28% target previously. The world’s 9 biggest Cloud Service Providers (CSPs), including Google Cloud and Amazon AWS, are forecast to spend US$886.7 billion on capex this year, up 90% from 2025, and 1.32 trillion in 2027, up 49%. The combined capex of China’s 4 biggest CSPs, ByteDance, Tencent, Alibaba, and Baidu, will increase by more than 80% in 2026. $Amazon(AMZN.US) $Alibaba(BABA.US) $Baidu(BIDU.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) $Tencent(TCEHY.US) #ByteDance
Source: Dan Nystedt
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