A hundred billion here, a hundred billion there. Big Tech’s AI capex orgy appears to continue unabated by signs that its scaling strategy might not play out.
The Information is reporting that Meta, not content with the $10 billion, city-sized data center it’s building in Louisiana, is discussing plans to build a $200 billion “data center campus.”
Recently Amazon pledged more than $100 billion for AI data centers in 2025, while Microsoft pledged $80 billion and Alphabet pledged $75 billion for AI infrastructure.