Institution: North American CSP makes large purchases of NVIDIA GB/Rubin full cabinet solutions, the AI inference computing power in 2026 will increase by 1.2 times.

According to the latest AI industry research from TrendForce, it is estimated that by 2026, AI training machine types will account for approximately 55% of AI server shipments, and in the medium to long term, AI inference machine types will become the market mainstream. Based on the estimation of the GB/VR integrated solution deployed by the top five CSPs in North America, the total AI training computing power of the five major manufacturers is expected to increase by over 56% annually, while the total AI inference computing power is estimated to increase by approximately 122% annually by 2026. In 2026, NVIDIA, AMD, and CSP self-developed ASIC platforms will all see an increase in production, leading to a 116% annual increase in server power consumption for the top five CSPs.