TrendForce：预计2026年八大主要CSP的合计资本支出将超7100亿美元年增率约61%

智通财经02-25

智通财经APP获悉，根据TrendForce集邦咨询最新AI server产业研究，为加速AI应用导入与升级，全球云端服务供应商(CSP)持续加强投资AI server及相关基础建设，预计2026年八大主要CSP的合计资本支出将超越7,100亿美元，年增率约61%。业者除持续采购NVIDIA(英伟达)、AMD(超威)GPU方案外，也扩大导入ASIC基础设施，以确保各项AI应用服务的适用性，以及...

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server产业研究，为加速AI应用导入与升级，全球云端服务供应商(CSP)持续加强投资AI server及相关基础建设，预计2026年八大主要CSP的合计资本支出将超越7,100亿美元，年增率约61%。业者除持续采购NVIDIA(英伟达)、AMD(超威)GPU方案外，也扩大导入ASIC基础设施，以确保各项AI应用服务的适用性，以及...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1407149.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ON","symbol_name":"安森美半导体","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1407149.html","article_id":"2614370474","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614370474","pubTimestamp":1772010490,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，根据TrendForce集邦咨询最新AI server产业研究，为加速AI应用导入与升级，全球云端服务供应商持续加强投资AI server及相关基础建设，预计2026年八大主要CSP的合计资本支出将超越7,100亿美元，年增率约61%。TrendForce预估，2026年Google母公司Alphabet的资本支出有望超1,783亿美元，年增高达95%。受惠Google Cloud Platform、Gemini等AI应用带动TPU需求，预估2026年TPU于Google AI server的出货占比将上升至逼近78%，扩大与GPU AI server的差距。ByteDance同时扩大导入本土AI芯片，主要采用Cambricon等方案。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ON":"安森美半导体","LU0228659784.USD":"施罗德金砖四国基金","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK1615":"港股-互联网","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4553":"喜马拉雅资本持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","GOU":"GraniteShares 2x Long GOOGL Daily 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61%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ON":0.77,"VGT":0.79,"GOOP":0.6,"TCHmain":0.6,"GOU":0.6,"GOOX":0.6,"HTCD.SI":0.6,"GOOY":0.6,"AIYY":0.6,"GOOGL":0.9,"GGLS":0.6,"USJW.SI":0.6,"GOOW":0.6,"AI":0.9,"GOOG":0.9},"content_text":"智通财经APP获悉，根据TrendForce集邦咨询最新AI server产业研究，为加速AI应用导入与升级，全球云端服务供应商(CSP)持续加强投资AI server及相关基础建设，预计2026年八大主要CSP的合计资本支出将超越7,100亿美元，年增率约61%。业者除持续采购NVIDIA(英伟达)、AMD(超威)GPU方案外，也扩大导入ASIC基础设施，以确保各项AI应用服务的适用性，以及数据中心建置成本效益。八大CSP包含美系Google(谷歌)、AWS(亚马逊云科技)、Meta、Microsoft(微软)、Oracle(甲骨文)以及中系的Tencent(腾讯)、Alibaba(阿里巴巴)、Baidu(百度)。TrendForce预估，2026年Google母公司Alphabet的资本支出有望超1,783亿美元，年增高达95%。Google较其他CSP更早投入自研ASIC，已累积显著的研发优势，预期今年TPU主力将转进至v8新平台。受惠Google Cloud Platform、Gemini等AI应用带动TPU需求，预估2026年TPU于Google AI server的出货占比将上升至逼近78%，扩大与GPU AI server的差距。Google也是各CSP中唯一ASIC机种出货比例高于GPU机种的业者。Amazon(亚马逊)近期则上调对英伟达GB300、V200整柜系统的采购规模，反映其加速导入更高功耗与密度的GPU平台，以应对云端AI训练、推理服务扩张需求，预估2026年其GPU机种于自家AI server占比将达近60%。自研ASIC部分，预计其新一代Trainium 3将于2026年第二季起接替Trainium 2/2.5放量，系统端因尚需配合软件成熟度、产品验证等，出货动能可能到下半年才较为显著。TrendForce集邦咨询预估2026年Meta的资本支出将破1,245亿美元，年增77%。其AI server也以NVIDIA、AMD方案为主，预估GPU机种占比仍将达80%以上;另欲推进自研ASIC，以降低单位算力成本、分散对单一供应商的依赖，不过据供应链评估，其MTIA目前仍受软硬件系统调校耗时等影响，恐面临实际出货不如原预期的风险。Microsoft(MSFT.US)看好大模型训练推理的长期需求，主要购置NVIDIA整柜解决方案支持其AI server出货。该公司日前发布自研芯片Maia 200，锁定高效率AI推理应用。Oracle则因应Stargate、OpenAI等扩增AI数据中心项目，持续布局GPU整柜式方案。分析中系CSP动态，尽管ByteDance(字节跳动)未公开揭露2026年资本支出细节，TrendForce集邦咨询预估其一半以上资金将用于采购AI芯片相关。NVIDIA H200可望成为ByteDance AI server的一项主要方案，但仍需根据后续美国、中国审查情况而定。ByteDance同时扩大导入本土AI芯片，主要采用Cambricon等方案。Tencent(00700)外购NVIDIA等GPU方案支撑云端、生成式AI需求，也同时与当地业者合作发展ASIC自主方案，聚焦网通应用、数据中心基础架构、在线AI应用服务等场景，以分散算力来源并提升系统整合弹性。Alibaba(09988)和Baidu(09888)皆积极自研ASIC AI芯片。Alibaba旗下有平头哥、阿里云事业等，提供公有云和其他在线服务的AI应用基础设施，并开发Qwen(通义千问)LLM及App应用软件等，同时面向自用云端、企业和消费性用户。Baidu规划于2026后陆续导入Kunlun新方案，锁定大规模AI训练或AI推理应用，并尝试发展AI server 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TrendForce：预计2026年八大主要CSP的合计资本支出将超7100亿美元 年增率约61%

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TrendForce：预计2026年八大主要CSP的合计资本支出将超7100亿美元年增率约61%