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01.05.26 - 00:06
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AI Hype Meets Hardware Crunch As US Power Equipment Market Eyes $65 Billion Boom (ZeroHedge)
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AI Hype Meets Hardware Crunch As US Power Equipment Market Eyes $65 Billion Boom
Wood McKenzie has released a report that US spending on power generation gear for data centers alone could hit $65 billion by 2030, more than triple the $20 billion logged last year. Data center capacity is forecast to reach 110 GW by the end of the decade, with Bloomberg also commenting that “total US spending on power-plant equipment may climb to $215 billion."
The increased spending for the heavy electrical equipment market sounds great, but unfortunately, there's no equipment to buy domestically.
WoodMac Sounds Alarm On Transformer Shortage Amid AI Data Center Boom https://t.co/PAIIhAfS5f
— zerohedge (@zerohedge) August 16, 2025
Lead times for transformers, switchgear, and related gear stretch from 18-36 months and much of the shortfall is filled by imports from China, exposing the supply chain to the very geopolitical risks Washington claims to be racing against. The heavy reliance on imports for ...
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30.04.26 - 23:01
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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company's new AI tools and partnership with Google.
(Source: Bloomberg)...
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30.04.26 - 21:31
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How Big Tech′s AI Ambitions Are Fueling a Borrowing Boom (Bloomberg)
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For the past few years, the largest US technology companies have been in a costly race to develop advanced artificial intelligence systems while at the same time providing computing power to a burgeoning field of startups. To chase these goals, they have radically changed how they finance their growth. Long reliant on rich revenues and share price increases, Alphabet Inc.'s Google, Meta Platforms Inc. and other tech giants now are borrowing heavily to build the technology that makes chatbots run...
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