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雲端運算AI展望（2026）：北美超大規模雲端服務商瞄準GPU與ASIC
市場調查報告書
商品編碼
1873717

雲端運算AI展望（2026）：北美超大規模雲端服務商瞄準GPU與ASIC

2026 Cloud AI Outlook: NA Hyperscalers Target GPU & ASICs
出版日期: | 出版商: TrendForce | 英文 6 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

領先的北美雲端服務商正在大幅增加資本支出，顯示未來兩年內對AI基礎設施的投資將達到頂峰。隨著他們轉向大規模、長期策略，他們正專注於高階GPU機架，並加速自主研發AI專用ASIC，從而鞏固市場領導地位，並推動AI伺服器的快速成長。

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主要亮點：

  • 加速人工智慧投資：北美主要雲端服務供應商 (CSP) 正在大幅增加資本支出，並轉向大規模、長期的人工智慧基礎設施策略。預計這一趨勢將在未來幾年持續。
  • 專注於 GPU 機架：投資主要集中在高階 NVIDIA GPU 機架解決方案（GB/VR 系列）上，北美供應商佔領先的市場佔有率。 AMD 也推出了與之競爭的解決方案。
  • 客製化ASIC的崛起： 為了降低依賴性並提高成本效益，Google、AWS和Meta等領先公司正在加速開發自有AI ASIC晶片，以增強其技術自主性。
  • 強勁的市場前景： 在GPU和ASIC雙通路投資以及新興國家主導的AI專案的推動下，AI伺服器出貨量預計將繼續上調。

目錄

第一章：2025年CSP資本支出預測再次上調，2026年投資動能仍強勁

  • 2026年全球主要CSP平均資本支出成長率

第二章：五大北美CSP推動2026年GB300與VR200 GPU機架出貨量成長

  • 預計到2026年，北美五大CSP將主導GB和VR機架總出貨量，其中Oracle將佔最大佔有率

第三章：AI晶片自主研發成為趨勢，美國CSP加速內部ASIC開發

加強關鍵技術的管控
  • 通訊服務供應商 (CSP) 正在採用人工智慧來提高運算獨立性並提升差異化競爭力，同時加強 ASIC 的研發。
簡介目錄
Product Code: TRi-0100

North American cloud giants are substantially increasing Capex, signaling an investment peak in AI infrastructure over the next two years. Shifting to large-scale, long-term strategies, they are focusing on high-end GPU Racks and accelerating in-house AI ASIC development to secure market leadership and drive rapid AI server growth.

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Key Highlights:

  • Accelerated AI Investment: Major North American CSPs are significantly raising Capex, shifting to large-scale, long-cycle AI infrastructure strategies with strong momentum expected to continue for years.
  • Focus on GPU Racks: Investment is heavily concentrated on high-end NVIDIA GPU rack solutions (GB/VR series), with NA providers taking a dominant share; AMD is also introducing competing solutions.
  • Rise of Custom ASICs: To reduce reliance and improve cost efficiency, giants like Google, AWS, and Meta are accelerating in-house AI ASIC development, enhancing their technological autonomy.
  • Strong Market Outlook: AI server shipment growth is projected to continue its upward revision, driven by the dual investment tracks (GPU + ASIC) and emerging sovereign AI projects.

Table of Contents

1. CSPs' Outlook on Capex Upward Revised Once Again for 2025; Investment Momentum Remains Strong for 2026

  • Average Capex Growth among Major Global CSPs in 2026

2. Five Major North American CSPs to Drive Growth of GB300 and VR200 GPU Rack Shipments in 2026

  • North America's Top Five CSPs Expected to Dominate Total GB and VR Rack Shipments by 2026, with Oracle Having Largest Share

3. AI Chip Self-Sufficiency Is a Rising Trend, and US-Based CSPs Are Expediting In-House ASIC Development and Strengthen Control over Key Technologies

  • CSPs Ramp Up AI ASIC Development to Achieve a Greater Degree of Computing Self-Sufficiency and Differentiation Competitiveness