Cloud Providers Ramp Up AI Infrastructure Investment

TrendForce estimates the world's eight biggest cloud providers — Google, Amazon, Meta, Microsoft, Oracle, Tencent, Alibaba and Baidu — will spend about $710 billion in capex in 2026, a 61% rise from 2025, mostly on datacenters and GPU/ASIC-based AI servers. The surge is straining high-bandwidth memory and server-grade DRAM supply, prompting SK hynix and Sandisk to begin standardizing high-bandwidth flash (HBF) as a higher-capacity complement to HBM.