The data center market has seen remarkable growth, reaching unprecedented levels in 2023 and is largely fueled by advances in cloud computing and artificial intelligence (AI). Globally, there is a ...
Data center leasing is surging to record levels, with a growing share of newly leased capacity located outside of the industry’s traditional hubs. The first half of 2023 finished with record ...
In recent years, big tech companies have invested hundreds of billions of dollars in artificial intelligence infrastructure. Although capital expenditures (servers, chips, and buildings) generally ...
Microsoft and Meta each locked in ~$50B in data center leases, driving industry-wide future commitments past $700B. Oracle leads with $261B in obligations.
Amazon’s cloud division is “pulling back” from part of its pipeline of potential colocation data center lease deals, particularly in markets outside the United States, Wells Fargo analysts wrote in a ...
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