Institution: Global nine major CSPs to raise capital expenditure to $830 billions by 2026

Golden Ten Data, May 6 – According to the latest AI industry research from TrendForce, as most major North American cloud service providers (CSPs) have recently raised their 2026 capital expenditure guidance to meet strong AI demand, TrendForce has increased its full-year capital expenditure estimate for nine major CSPs: Google, AWS, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu. The combined capital expenditure is now estimated at approximately $830 billion, with the annual growth rate rising from the original 61% to 79%.