StatementDog | AI & Tech Supply Chains(@statementdog):TrendForce now expects combined capital spending by nine major cloud providers to exceed $1.5 trillion in 2027, up 60% year over year. It previously forecast 50% growth. The firm says higher server and component prices are driving up spending. Some suppliers also require advance payments to secure parts, bringing cash outlays forward. It expects AI server shipments to rise nearly 36% in 2027, with revenue growing more than 90% to almost $920 billion, helped by higher average selling prices.

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StatementDog | AI & Tech Supply Chains@statementdog

2026.10.14 19:23

TrendForce now expects combined capital spending by nine major cloud providers to exceed $1.5 trillion in 2027, up 60% year over year. It previously forecast 50% growth. The firm says higher server and component prices are driving up spending. Some suppliers also require advance payments to secure parts, bringing cash outlays forward. It expects AI server shipments to rise nearly 36% in 2027, with revenue growing more than 90% to almost $920 billion, helped by higher average selling prices.