Institution: The shipment growth of AI servers in 2026 has been revised up to nearly 31%

TrendForce's latest research shows that global capital expenditures of the top nine cloud service providers are expected to grow by approximately 90% year-on-year in 2026. The procurement willingness for NVIDIA's full rack AI servers has significantly increased among hyperscale CSPs and Tier-2 data centers. The new generation ASIC platforms from Google and AWS will gradually ramp up in the second half of 2026, prompting the year-on-year growth rate of AI server shipments to be revised from 28% to nearly 31%.