According to CoinMeta, the latest server industry research by TrendForce Jibang Consulting shows that the total capital expenditure of the world's top nine cloud service providers in 2026 is expected to increase by approximately 90% year-on-year. Against the backdrop of high infrastructure demand, recently, hyperscale CSP and Tier-2 data center operators have shown a clear increase in their willingness to purchase NVIDIA’s GB / VR and other rack-mounted AI server solutions. In addition, Google (Google) and AWS (Amazon Web Services)’ new generation ASIC platforms will be rolled out in the second half of 2026, and Chinese companies are also expanding the adoption of domestic AI solutions to meet the demand for large-scale cloud language models (LLM). Therefore, TrendForce has raised its forecast for annual server shipments growth in 2026 from the original 28% to nearly 31%.