North American CSPs to Drive 122% AI Inference Growth With NVIDIA GB/Rubin

According to TrendForce's latest AI industry research, North America's five major cloud service providers (CSPs) are significantly increasing their procurement intentions for rack-scale AI servers in 2026 to expand AI training and inference application deployment. The research indicates these five major vendors are expected to account for over 60% of global NVIDIA GB/VR demand, while simultaneously driving their combined AI training compute power to grow over 56% year-over-year and total AI inference compute power growth to reach approximately 122% year-over-year.

Market Expansion and Procurement Strategy

The five major North American CSPs are demonstrating notably higher procurement willingness for rack-scale AI server solutions in 2026. This increased purchasing activity reflects their strategic focus on expanding both AI training and inference capabilities across their service offerings.

Compute Power Growth Projections

According to the TrendForce research, the five major vendors' combined AI training compute power is projected to grow over 56% year-over-year, while their total AI inference compute power is expected to reach approximately 122% year-over-year growth. These figures underscore the substantial expansion in computational infrastructure being deployed by major North American cloud providers.