B · Normal
[Agency: It is estimated that the total CSP capital expenditure in 2027 will exceed US$1.5 trillion, and the rising volume and price of AI servers will drive the annual output value to increase by more than 90%] "Science and Technology Innovation Board Daily" reported on the 14th, according to TrendForce Consulting's latest AI Server (AI server) industry research shows that as ultra-large cloud service providers (CSPs) expand their investment in servers and AI infrastructure, it is expected that the total capital expenditures of the world's top nine CSPs will exceed US$957 billion in 2026, with an annual increase of 106%; in 2027, it is expected to exceed US$1.5 trillion, with an annual increase of 60%, both of which are better than previous expectations. It is estimated that next year, in addition to the overall server output value will exceed 1 trillion US dollars for the first time, the AI server output value will also jump to nearly 920 billion US dollars, with an annual growth rate of more than 90%, and the proportion of the overall server output value will increase to about 81%.
Comments