Hyperscaler CapEx forecast revised to $830 billion by 2026 as AI demand surges
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Evertiq
Summary
TrendForce has revised its 2026 forecast for combined capital expenditure among the top nine global cloud service providers (Google, AWS, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, Baidu) to approximately USD 830 billion, representing a 79% annual growth rate—up from an earlier estimate of 61%. The surge is driven primarily by North American hyperscalers responding to sustained AI demand, with Microsoft notably raising its CapEx outlook to USD 190 billion, implying roughly 130% year-on-year growth.
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bskyHyperscaler CapEx forecast revised to $830 billion by 2026 as AI demand surgesevertiq.comKey quotes
· 4 pulledThe market research firm has revised its 2026 forecast for combined CapEx among the top nine global CSPs to approximately USD 830 billion.
This corresponds to an annual growth rate of 79%, up from an earlier estimate of 61%.
The increase is largely driven by North American hyperscalers, which continue to raise investment levels in response to sustained AI demand.
Microsoft has lifted its CapEx outlook to USD 190 billion, implying around 130% year-on-year growth.
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