TTD · 10-Q · 2026Q2 · Full report

Hosting Capacity and Supply

Trade Desk, Inc. · 2026-08-06 · Importance 40 · Surprise 42

Higher use of the platform to query ad opportunities and purchase impressions, including through AI and machine-learning capabilities, is increasing hosting requirements. Trade Desk is investing in new data centers and hosting capabilities to support platform growth, higher queries per second, new technical functionality, and increased advertising inventory and data suppliers. Data-center component prices are rising amid high demand, creating cost pressure for hosting capacity and related capital expenditures.

Key facts

• The company expects to experience an increased volume of queries per second ("QPS") and media impressions and to invest in hosting capabilities to support new technical features and growing AI and machine learning capabilities, subject to rising prices for data center components. source
• The increase in hosting costs was primarily attributable to support costs relating to increased use of the platform to query ad opportunities and purchase ad impressions while leveraging AI and machine learning; investment in new data centers; and increased use of features by technical teams. source