India, March 3 -- Global CSPs are accelerating investment in AI servers and infrastructure to support expanding AI deployment and upgrades, according to TrendForce's latest findings on the AI server market.

Combined capital expenditures by the world's eight leading CSPs-Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu- are projected to exceed $710 billion in 2026, representing approximately 61% YoY growth.

In addition to the continued procurement of NVIDIA and AMD GPU platforms, CSPs are increasingly investing in ASICs to optimize AI workload suitability and improve the cost efficiency of data centers.

TrendForce estimates that Alphabet, Google's parent company, will see its 2026 capital expenditure surpass $178.3 bill...