North America's Top Five CSPs to Boost NVIDIA GB/Rubin Purchases in 2026, AI Inference Compute to Surge 122%

NVDA1.76%
According to TrendForce's latest AI industry research, North America's five major cloud service providers are significantly increasing purchases of rack-scale AI servers from NVIDIA GB/Rubin in 2026. The group is projected to account for over 60% of global NVIDIA GB/VR demand, while their combined AI training compute capacity is expected to grow 56% year-over-year and AI inference compute capacity to surge approximately 122% in 2026.
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