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The $350B AI Buildout No One’s Talking About
Nov 11
39
1
Meta Q3 2025: The $70 Billion CapEx Pivot That Turns AI Into Infrastructure
Meta’s Q3 signals a bold shift as it turns ad revenue into one of the world’s largest AI infrastructure plays.
Nov 10
1
Amazon Q3 2025: The $125B AI Infrastructure Pivot Driving AWS Re-Acceleration
Inside Amazon’s record-breaking AI infrastructure buildout, global data center expansion, and the strategic bets defining its next decade of cloud…
Nov 10
Google Q3 2025: $93 Billion CapEx Marks the Moment AI Became Infrastructure
A record quarter. A $93 billion CapEx plan. And a clear signal that AI infrastructure not advertising is now Alphabet’s core business.
Nov 10
1
Microsoft Q1 FY2026: The $35 Billion Quarter That Redefines the AI Factory
Microsoft’s record $34.9 billion in Q1 CapEx marks a structural shift from software margins to physical scale building the AI factory that will define…
Nov 10
10 Reports Defining Global Data Center Strategy — Q3 2025 Briefing
A quarterly field guide to the AI supercycle: power, capital, and sustainability as the new strategy stack.
Nov 5
42
2
Microsoft’s $110B Expansion Plan; OpenAI–Oracle Launch $10B Stargate Campus; Singapore Approves 700MW AI Park
Inside the capital, power, and policy shifts redefining global AI infrastructure.
Nov 2
23
2
Did U.S. Data Center Leasing Surpass All of 2024 in a Single Quarter?
A record 7.4 GW was leased in Q3 2025 revealing how AI demand, power scarcity, and trillion-dollar capital flows are reshaping U.S. infrastructure.
Oct 28
16
1
Meta + Blue Owl’s $27B Bet: Is This the US Blueprint for Financing AI Data Centers?
Inside the largest private credit deal in history and how it could redefine how America funds the AI buildout.
Oct 27
23
1
Who’s Powering the Cloud’s Next Expansion (And Why Nations Are Competing to Join Them)
The AI boom is igniting a global scramble for power, land, and infrastructure and only a few can keep up.
Oct 24
33
2
4
The $400B AI Bet: Boom, Bubble, or Global Reset?
As $400B Flows Into AI, Power Bottlenecks and Overbuilding Threaten to Redefine the Global Data Center Landscape.
Oct 19
28
1
The 3 Ways Data Centers Make Money (And What Each Means for Your Returns)
Every rack, lease, and megawatt tells a different financial story. Here’s how the three revenue models behind the world’s data centers actually make…
Oct 17
29
6
2
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