According to the latest AI server industry research by TrendForce, global cloud service providers are continuously increasing their investments in AI servers and related infrastructure to accelerate the deployment and upgrading of AI applications. It is projected that by 2026, the combined capital expenditure of the eight major cloud service providers will exceed US$710 billion, representing an annual growth rate of approximately 61%. In addition to continuing to procure GPU solutions from NVIDIA and AMD, these providers are also expanding their adoption of ASIC infrastructure to enhance the applicability of AI application services and optimize data center construction costs. The eight major cloud service providers include Google, Amazon Web Services, Meta, Microsoft, Oracle, as well as China's Tencent, Alibaba, and Baidu.
