Story thread · 2 reports / 2 sources
AI Infrastructure Pushes Data Center Capex Forecast Above $3 Trillion
datacenterknowledge.com · 1h
AI infrastructure spending is forecast to push global data center capex beyond $3 trillion by 2030, driven by hyperscalers and AI-specialized clouds.
First report: AI buildout maintains momentum as data center capex surpasses $3T by 2030 – Dell'Oro — lightreading.com, 2d
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