Alphabet, Meta, Microsoft and Amazon plan to invest nearly $2.4 trillion in AI infrastructure over the coming years, equivalent to Italy’s GDP. Morgan Stanley identifies a $1.5 trillion financing gap that private credit markets will need to fill. In 2026 alone, hyperscale operators are expected to allocate approximately $475 billion to AI computing hardware, cooling systems, and power infrastructure. Meta has already acquired over 1,000 acres in Texas for a data center campus estimated at over $10 billion. This investment wave is expected to impact energy markets and affect cryptocurrencies, particularly Bitcoin mining.
Source: Read the original article
