Big Tech has now committed more than $3 trillion to the AI build-out
THE SO WHAT
More than $3T in long-dated AI capex — with some leases out 30 years — means the data center build-out is now an infrastructure cycle, not a product cycle. If you’re not one of the five hyperscalers, assume power, land, and talent markets will be structurally tight and price your own long-term commitments accordingly.
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