$735 Billion in Data Center Spending Is Pushing Power and Labor Costs to the Forefront
Amazon, Microsoft, Alphabet, and Meta are expected to spend a combined $735 billion on data centers this year. That is a massive pile of money, but it is not the number that should keep a project…
Key takeaway
Hyperscaler capex is shifting bottlenecks from chips to electricity and skilled labor, creating sustained demand for high-voltage and grid interconnection specialists.