Organization: Global top nine CSP capital expenditures in 2026 raised to $830 billion

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Mars Finance News, May 6 — According to TrendForce, the latest AI industry research by TrendForce Geifu Consulting indicates that, as most major North American cloud service providers (CSPs) have once again raised their 2026 capital expenditure guidance in response to strong AI demand, TrendForce Geifu Consulting has increased its full-year estimates for nine major CSPs: U.S.-based Google, AWS (Amazon Web Services), Meta, Microsoft, and Oracle, as well as China-based ByteDance, Tencent, Alibaba, and Baidu. The total capital expenditure is expected to reach approximately $830 billion, and the year-over-year growth rate has also risen from the original 61% to 79%. (Wide-Angle Observation)

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