India, Oct. 15 -- TrendForce's latest investigations reveal that the rapid expansion of AI server demand is propelling global cloud service providers (CSPs), such as Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu, to boost investments in NVIDIA's rack-scale GPU solutions, data center expansion, and in-house AI ASIC design.

Total capex from the eight major CSPs is expected to surpass US$420 billion in 2025, roughly equivalent to their combined spending in 2023 and 2024, marking a 61% YoY increase.

TrendForce predicts that as rack-scale solutions like GB/VR systems grow in 2026, the total capex of the eight CSPs will hit a new peak, surpassing $520 billion with a 24% year-over-year rise. Additionally, investment priorit...