"AI storage tax"! Trendforce says: In 2027, storage will account for 68% of major cloud providers' capital expenditures.
According to the latest storage industry research report by TrendForce, major global cloud service providers (CSPs) are accelerating investment in AI infrastructure. In 2026, their capital expenditures are expected to surge 98% year-on-year; in 2027, the growth rate will still remain at 50%. In this round of spending expansion, the