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According to TrendForce Jibang Consulting's latest AI server industry research, with large-scale cloud service providers expanding their investment in servers and AI infrastructure, the total capital expenditure of the top nine global CSP is expected to exceed US$957 billion in 2026, an annual increase of 106%; in 2027, it is expected to exceed US$1.5 trillion, an annual increase of 60%, all better than previously anticipated. In 2027, terminal customer orders will be dominated by full-cabinet solutions such as the NVIDIAGB300, VR200, and AMDHelios series. Due to the shortage of key components, starting with memory, and rising prices, the average unit sales price of next-generation AI server cabinets will soar. It is estimated that next year, in addition to the overall server output value exceeding 1 trillion US dollars for the first time, AI Server output value will also jump to nearly 920 billion US dollars, increasing the share of the overall server output value to about 81%.

Zhitongcaijing·10/14/2026 07:01:18
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According to TrendForce Jibang Consulting's latest AI server industry research, with large-scale cloud service providers expanding their investment in servers and AI infrastructure, the total capital expenditure of the top nine global CSP is expected to exceed US$957 billion in 2026, an annual increase of 106%; in 2027, it is expected to exceed US$1.5 trillion, an annual increase of 60%, all better than previously anticipated. In 2027, terminal customer orders will be dominated by full-cabinet solutions such as the NVIDIAGB300, VR200, and AMDHelios series. Due to the shortage of key components, starting with memory, and rising prices, the average unit sales price of next-generation AI server cabinets will soar. It is estimated that next year, in addition to the overall server output value exceeding 1 trillion US dollars for the first time, AI Server output value will also jump to nearly 920 billion US dollars, increasing the share of the overall server output value to about 81%.