TrendForce:2026年全球九大云端服务供应商(CSP)总资本支出预估将同比增长约90%

金吾财讯
Aug 03

金吾财讯 | 根据TrendForce集邦咨询最新AI服务器产业研究,在AI基础建设需求高涨的背景下,2026年全球九大云端服务供应商(CSP)总资本支出预估将同比增长约90%。近期超大型CSP、Tier-2数据中心业者对NVIDIA(英伟达)GB/VR等整柜式AI服务器方案的采购意愿明显提高,而且Google(谷歌)、AWS(亚马逊云科技)新一代ASIC平台于2026年下半年陆续放量,加上中系业者扩大采用本土AI方案以满足云端大语言模型(LLM)AI需求,促使TrendForce集邦咨询上调2026年AI服务器出货年成长幅度,从原先的28%更新为近31%。TrendForce集邦咨询统计,2026年Google、Amazon(亚马逊)、Meta、Microsoft(微软)、Oracle(甲骨文)以及ByteDance(字节跳动)、Tencent(腾讯)、Alibaba(阿里巴巴)、Baidu百度)等九大CSP资本支出将突破8,867亿美元。北美五大业者除了合计占比近90%,各自的资本支出也多翻倍提升,反映出大型CSP厂持续扩建AI数据中心、GPU集群、液冷散热等新一代基础设施,以应对生成式AI及大模型快速成长带来的算力需求。展望2027年,预估九大CSP总资本支出规模将扩大至1.3万亿美元左右,年增率收敛至近50%,主要是反映高基数因素,并非AI投资趋缓。

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