AI infrastructure race drives $850 billion in future data centre leasing obligations

Latest

AI infrastructure race drives $850 billion in future data centre leasing obligations

New lease commitments from Meta and Microsoft added more than US$120 billion in a single quarter, underscoring the scale of long-term investment flowing into AI infrastructure.

By João Marques Lima

Founder and Editor, The Tech Capital

4 Mins

AI infrastructure race drives $850 billion in future data centre leasing obligations

Meta Platforms and Microsoft have added more than US$120 billion in future lease commitments during their latest reporting quarters, helping push total obligations among the largest cloud computing companies beyond US$850 billion as demand for artificial intelligence infrastructure continues to grow.