TrendForce: CSP AI Infrastructure Expansion Continues, Memory Spending to Exceed 60% of Capex, 2027 Server Shipments Up

TrendForce reported on October 22 that US and Chinese cloud service providers continue expanding AI infrastructure, with GPU racks and in-house ASICs jointly driving higher AI server shipments through 2027. In a separate report (Oct 16), TrendForce noted that with memory contract prices remaining elevated, memory spending will account for over 60% of total CSP capital expenditure, and suppliers are prioritizing capacity allocation to high-margin server memory product lines.