Marcus "MajorLinux" Summers...And water is wet!
Americans really don't want AI data centers close to their homes - Engadget
https://www.engadget.com/2173078/americans-really-dont-want-ai-data-centers-close-to-their-homes/
The Durability CurveHyperscaler capex for 2026 is tracking ~$700B combined (+70% YoY). The interesting question: how much of this is existing infrastructure catch-up vs net-new AI capacity? If it's mostly catch-up, the growth rate decelerates in 2027.