Jibang Consulting: CSP capital expenditure is expected to increase by 90%, AI server shipment growth will be raised to nearly 31% in 2026

According to the latest research from Jibang Consulting, the total capital expenditure of the world's nine largest cloud service providers (CSPs) in 2026 is expected to increase by approximately 90% year-on-year. Against the backdrop of high demand for AI infrastructure, recently, very large CSP and Tier-2 data center operators have significantly increased their willingness to purchase full-cabinet AI server solutions such as NVIDIA GB/VR. In addition, the new generation ASIC platforms of Google and AWS will gradually increase in volume in the second half of 2026. Chinese companies are also expanding the adoption of local AI solutions to meet cloud large language model (LLM) needs, so the annual growth rate of AI server shipments in 2026 has been updated from the original 28% to nearly 31%.