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Institution: Estimates that the combined capital expenditures of the world’s eight largest CSPs will exceed $710 billion by 2026
According to the latest AI server industry research from TrendForce, global cloud service providers (CSPs) are continuing to ramp up investment in AI servers and related infrastructure to accelerate the adoption and upgrading of AI applications. The combined capital expenditures of the eight major CSPs are projected to exceed $710 billion by 2026, representing a year-over-year growth rate of approximately 61%.In addition to continuing to procure NVIDIA and AMD GPU solutions, these providers are also expanding the adoption of ASIC infrastructure to ensure the suitability of various AI application services and the cost-effectiveness of data center deployment. The eight major CSPs include Google, Amazon, Meta, Microsoft, Oracle, as well as Tencent, Alibaba, and Baidu.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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