The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction
Google, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck
Wall Street Journal Katherine Blunt
Related Coverage
- Data Centers Now Use So Much Power, Their Designs Are Changing Bloomberg
- America's Data Center Build-Out Is Falling Way Behind Schedule Hacker News
- Greg Abel's Berkshire Hathaway Places $10 Billion Bet on Alphabet in Major Portfolio Shift International Business Times · Tony Jackson
- Google Is Daring Rivals To Keep Up in AI Spending Race Wall Street Journal · Dan Gallagher
- Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever Bloomberg
- Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute Stratechery · Ben Thompson
- Why building two data centers a week won't fix AI's bottleneck TechRadar · Mahesh Krishnaswamy
- EU plans energy standards for data centres amid concerns over soaring power use Reuters
- Texas Instruments Is a Major Winner of the AI Power Bottleneck, Investors Just Aren't Seeing It Yet Barchart.com · Jabran Kundi
- Berkshire Hathaway Doubles Down on Alphabet (GOOGL) with $10B Investment at Discounted Price Blockonomi · Trader Edge
Discussion
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r/BetterOffline
r
on reddit
America's Data Center Build-Out Is Falling Way Behind Schedule
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@davidlee
@davidlee
on x
@benthompson at his finest: The Google Capital Company. @JohnHuber72 also has a great post on this topic, why return on incremental capital is what matters https://stratechery.com/...
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@stratechery
@stratechery
on x
The Google Capital Company Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity. https://stratechery.com/...
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@mims
Christopher Mims
on bluesky
America's Data Center Build-Out Is Way Behind Schedule — * 60% of 2027 capacity isn't even under construction yet — * Supply-chain backlogs, permitting fights, scarce electricity — * Unclear how tens of billions in fresh investment in AI can be put to use — www.wsj.com/te…
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@kobeissiletter
@kobeissiletter
on x
BREAKING: US data center construction spending jumped +28% YoY in April, to a record annualized rate of $50.7 billion. At the same time, public spending on transportation came in at $49.9 billion. This means data center construction spending has outpaced government [image]