ChainCatcher report, according to Jinshi, TrendForce’s latest research on the AI server industry indicates that, amid surging demand for AI infrastructure, the total capital expenditure of the world’s nine major cloud service providers (CSPs) is projected to increase by approximately 90% year-over-year in 2026. In recent times, hyperscale CSPs and Tier-2 data center operators have shown significantly increased interest in purchasing NVIDIA’s fully integrated AI server solutions, prompting an upward revision of the annual AI server shipment growth rate from 28% to nearly 31% for 2026.
CSP capital expenditure to rise 90% in 2026, AI server shipment growth revised up to 31%
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Summary
CSP capital spending is set to rise 90% in 2026 as demand for AI infrastructure surges. TrendForce raised its forecast for AI server shipment growth to 31%, citing strong adoption of NVIDIA full-rack systems by major CSPs and Tier-2 operators. With inflation data stabilizing, altcoins to watch may benefit from increased tech investment.
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