India, Nov. 21 -- As major North American CSPs release their latest earnings and investment outlooks, TrendForce has increased its 2025 CapEx forecast for the top eight CSPs worldwide from 61% YoY growth to 65%.

For 2026, CSPs are anticipated to continue investing aggressively, with total CapEx expected to exceed US$600 billion, marking a 40% YoY increase. This trend highlights the strong long-term growth potential of AI infrastructure.

The eight CSPs include Google, AWS, Meta, Microsoft, and Oracle in the U.S., as well as Tencent, Alibaba, and Baidu in China.

* Google has increased its 2025 CapEx projection to $91-93 billion to accommodate the growing demand for AI data centers and cloud services.

* Meta raised its 2025 CapEx forecas...