2025-11-05
Hyperscalers announced new data centres with 46GW of computing power >Cost: $2.5tn to build >Require 55GW to 65GW of base load electricity That's more than the total installed capacity of Poland or Sweden, 6 times New Zealand or Singapore, 50% of UK https://www.ft.com/... [image]
Financial Times
Sources: Deutsche Bank is exploring strategies to hedge its exposure to data centers, like shorting AI stocks, after extending billions in debt to hyperscalers
Executives discussing options including shorting basket of artificial intelligence stocks or using derivatives to transfer risk