North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
- May 6, 2026
AI demand is driving massive capital investment in North American data centers, reaching $830 billion in projected 2026 spending. Major cloud providers are scaling infrastructure rapidly. Investments focus on high-performance computing and GPU clusters. The growth reflects data centers becoming core digital infrastructure.