Jiabang Research: CSP Capital expenditure expected to grow by 90% in 2026, AI Server shipments forecast increased to nearly 31%
2026-08-03 15:45:29
According to CoinMeta, according to the latest research by Jibang Consulting, the total capital expenditure of the world's top nine cloud service providers in 2026 is expected to increase by about 90% year-on-year. Against the backdrop of high infrastructure demand in AI, recently, hyperscale CSP and Tier-2 data center operators have shown a clear increased willingness to purchase NVIDIA’s GB / VR and other rack-mounted AI server solutions. In addition, Google (Google) and AWS (Amazon Web Services)’ new generation ASIC platforms will be rolled out in the second half of 2026, and Chinese companies are also expanding the adoption of domestic AI solutions to meet the demand for large-scale cloud language models (LLM). Therefore, the annual growth rate for AI server shipments in 2026 has been raised from the original 28% to nearly 31%.
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Source：Jin10 Data
This content is for market information only and does not constitute investment advice.
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