Global CSPs expand AI infrastructure investment, with Google and Microsoft leading on TPU and GPU racks while Chinese peers diversify amid geopolitical constraints.
Looking ahead to 2026, major global CSPs are significantly increasing capital expenditures on AI infrastructure, focusing on high-density GPU racks and self-developed ASICs to optimize costs. North Am...
TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2...
With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...
