According to TrendForce Jibang Consulting's latest memory industry research, in order to accelerate the construction of AI infrastructure, the world's major cloud service providers are estimated to increase their capital expenditure by 98% per year in 2026 and 50% in 2027. Part of the reason for this significant growth can be attributed to a sharp increase in memory contract prices and a strong growth in procurement demand. TrendForce Jibang Consulting estimates that the combined share of DRAM and NAND Flash in CSP capital expenditure will expand further from 47% in 2026 to 68% in 2027.

According to TrendForce Jibang Consulting's latest memory industry research, in order to accelerate the construction of AI infrastructure, the world's major cloud service providers are estimated to increase their capital expenditure by 98% per year in 2026 and 50% in 2027. Part of the reason for this significant growth can be attributed to a sharp increase in memory contract prices and a strong growth in procurement demand. TrendForce Jibang Consulting estimates that the combined share of DRAM and NAND Flash in CSP capital expenditure will expand further from 47% in 2026 to 68% in 2027.