TREE NEWS reports: TrendForce forecasts that the world’s top nine cloud service providers (CSPs) will spend more than $957 billion on capex in 2026, up 106% year-over-year, and over $1.5 trillion in 2027, up 60%. These nine CSPs include Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu. TrendForce has raised its 2027 growth forecast from 50% to 60%, citing higher server prices, component shortages, and upfront payment requirements from suppliers.
TrendForce: Top 9 CSPs’ 2027 Capex to Exceed $1.5 Trillion
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