Surging investment in AI infrastructure is expected to drive the combined CapEx of the world’s nine largest CSPs up by approximately 90% YoY in 2026, according to TrendForce’s latest AI server research. Most recently, procurement demand for NVIDIA GB/VR rack-scale AI server platforms has strengthened noticeably among hyperscale CSPs and Tier-2 data center operators. TrendForce has therefore revised its 2026 AI server shipment forecast upward from 28% to nearly 31% YoY. AWS is expected to deploy NVIDIA GB300 as its primary GPU AI server platform in 2026 while steadily expanding shipments of its internally developed ASICs, with further volume growth anticipated in 2027. Ongoing developments in AI inference, Agentic AI, custom ASICs, and next-generation AI models will keep fueling strong demand for computing infrastructure.