Institutions: North American CSPs are making large-scale purchases of NVIDIA GB/Rubin full-rack solutions; AI inference computing power is expected to surge by 1.2 times in 2026.

Golden Ten Data, May 20 — According to the latest AI industry research by TrendForce, it is estimated that by 2026, AI training models will account for approximately 55% of AI Server shipments, and in the medium to long term, AI inference models will become the market mainstream. Based on calculations for GB/VR full cabinet solutions built by the five major CSPs in North America, the total AI training computing power of these five companies will increase by over 56% annually, and total AI inference computing power will grow by about 122% annually in 2026. In 2026, with NVIDIA, AMD, and CSPs’ self-developed ASIC platforms being released simultaneously, the annual power consumption growth of the five major CSP Servers is expected to reach 116%.