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Moody's Expects This Yr to See Again Surge in Data Center Capacity Demand; Related Investments Likely to Hit Min. USD3T Worldwide Over Next 5 Yrs
Recommend 24 Positive 42 Negative 8 |
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To support AI, cloud computing, and network services, data center capacity demand will continue to grow dramatically in 2026, rating agency Moody's wrote in its report. Most of the new capacity has already been pre-leased to large tech companies or hyperscale operators, which will reduce the risk of excess vacant capacity in the market but increase counterparty concentration risk. The report also highlighted the capital investment of nearly USD400 billion made last year by six mega US enterprises: Microsoft (MSFT.US), Amazon (AMZN.US), Alphabet (GOOGL.US), Oracle (ORCL.US), Meta (META.US), and CoreWeave (CRWD.US). Moody's predicts their capital investment will have reached USD500 billion by 2026 and USD600 billion by 2027. The continuous large-scale investments by these tech giants are driving rapid growth in the entire data center value chain and AI ecosystem, which supports Moody's forecast of at least USD3 trillion in global data center-related investment over the next five years. AAStocks Financial News |
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