Hyperscalers will spend $600-690B on infrastructure in 2026. That is 50-72% more than 2025.

75% is AI-related. But the real bottleneck? Electricity.

Data center power demand: 30 GW today, 90+ GW by 2030. The US alone faces a 15+ GW deficit.

Detailed sector analysis:
https://resistancezero.com/geopolitics-2.html

#HyperscalerCAPEX #DataCenter #EnergyTransition #AIInfrastructure #GridCapacity #CleanEnergy

Seven tech giants have signed a Trump‑era pledge to help the DOE curb soaring data‑center electricity costs and ease pressure on the grid. The agreement aims to boost power infrastructure, lower utility bills and keep grid capacity in check as demand spikes. Find out how this partnership could reshape the industry. #DataCenterPower #TechGiantsPledge #DOE #GridCapacity

🔗 https://aidailypost.com/news/seven-tech-giants-sign-trump-pledge-curb-datacenter-power-cost-spikes