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AI CLUSTERED EVENT · 10/15/2026

TrendForce Raises Forecast: Top 9 CSPs to Spend $1.5 Trillion on Capex by 2027 as AI Server Share Hits 81%

1 reports archived1 independent sourcesupdated 10/15/2026, 09:53:46
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TrendForce has significantly raised its forecast for the combined capital expenditure of the top nine cloud service providers to $1.531 trillion by 2027, a 60% increase from this year. This surge is driven by rising server prices, component shortages, and upstream prepayment demands, with AI servers expected to account for 81.1% of total server value in 2027.

LATEST/TrendForce has significantly raised its forecast for the combined capital expenditure of the top nine cloud service providers to $1.531 trillion by 2027, a 60% increase from this year. This surge is driven by rising server prices, component shortages, and upstream prepayment demands, with AI servers expected to account for 81.1% of total server value in 2027.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·68 pts
    • Combined capex of the top nine CSPs is projected to reach $1.531 trillion by 2027, representing a 60% year-over-year increase.
    • AI servers dominate the market, with their share of total server value expected to rise from 74.9% in 2026 to 81.1% in 2027.
    • Cost increases are primarily driven by higher server unit prices, component shortages leading to price hikes, and prepayment demands from upstream suppliers.