“…more than 60% of data-center capacity planned for completion in 2027 isn’t yet under construction, and another 7% is delayed. …Microsoft , Alphabet, Meta Platforms and Amazon last year collectively devoted $410 billion to capex and are expected to spend more than $670 billion this year.”
wsj.comAmerica’s Data Center Build-Out Is Falling Way Behind ScheduleGoogle, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck.