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11.06.26 - 13:06
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Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by 2030 (24/7 Wall St.)
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Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally drawing scrutiny. Combined 2026 capital expenditure guidance from Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) now sums to roughly $800 ... Wall Street's $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by 2030...
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11.06.26 - 05:07
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Meta and Reliance expand India partnership with AI data center plan (Digitimes)
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Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen digital infrastructure for one of the world's fastest-growing internet markets. The agreement also includes major clean energy contracts, highlighting how global tech investment is increasingly tied to power, water, and sustainability....
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