North America's Top 5 Cloud Providers to Drive AI Inference Compute 122% Higher in 2026 With Rack-Scale Server Purchases

According to TrendForce, North America's five major cloud service providers are significantly increasing purchases of rack-scale AI servers in 2026, aiming to expand AI training and inference deployments. These purchases are expected to account for over 60% of global NVIDIA GB/VR demand, while driving the five providers' combined AI inference compute capacity up 122% year-over-year and AI training capacity up 56%.
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