P Equity Research 📰(@pequityresearch):TrendForce sees CapEx from the world’s nine leading CSPs to surge 106% YoY to $957 billion in 2026. In 2027, this figure is expected to surpass $1.5 trillion, representing a further 60% YoY increase. Total server market revenue to surpass $1 trillion for the first time in 2027, while AI server revenue is projected to surge by more than 90% YoY to nearly $920 billion. $DELL $HPE $SMCI $GOOGL $AMZN $META $MSFT

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参加 April 2023

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P Equity Research 📰@pequityresearch

2026.10.15 05:00

TrendForce sees CapEx from the world’s nine leading CSPs to surge 106% YoY to $957 billion in 2026. In 2027, this figure is expected to surpass $1.5 trillion, representing a further 60% YoY increase. Total server market revenue to surpass $1 trillion for the first time in 2027, while AI server revenue is projected to surge by more than 90% YoY to nearly $920 billion. $DELL $HPE $SMCI $GOOGL $AMZN $META $MSFT