The story’s score and claims

Comments on No. 55 of 93 · takingstock.ai · edition of Sunday 25 October 2026

Data centres could use 15-20% of current US demand by 2030

Summary

The article argues that hyperscalers' AI data-centre spending has reached historic scale, with Amazon, Google, Microsoft, Meta and Oracle planning roughly $800 billion in capital expenditure this year, and projections for 2027 running higher.

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