#datacenter-capex

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#ai-infrastructure #supply-chain-constraints #power-density #ai-investment #us-economy #productivity
Silicon Valley
fromTheregister
4 days ago

Omdia expects datacenter capex to hit $1.6T by 2030

Datacenter capital expenditure will grow 17 percent annually to $1.6 trillion by 2030, driven by AI infrastructure demand, higher power density, and component shortages.
Business
fromTheregister
1 month ago

AI investment the only thing keeping the US out of recession

AI-driven datacenter and model investment is preventing a US recession by offsetting interest-rate and trade-policy economic drag.
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