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US tech giants' data center lease commitments hit a record high, totaling $850 billion.

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ME AI News: US technology companies have pledged a record $850 billion for data center leasing, up $570 billion (+204%) year over year and up $200 billion (+31%) quarter over quarter. Of these, Meta added approximately $79 billion in new data center leasing commitments in the first quarter of 2026, a 76% quarter-over-quarter increase, bringing the total pledged amount to approximately $1830 billion; Microsoft added about $41 billion, a 26% quarter-over-quarter increase, bringing the total to approximately $1970 billion; Oracle, with a total pledged commitment of about $2500 billion, ranked first and has already locked in key data center resources for its collaboration with OpenAI. This reflects that demand for AI infrastructure is entering a long-term phase of structural growth, and supporting industries such as semiconductors, energy, and liquid cooling are expected to continue to benefit. Meanwhile, the growth in computing power demand may further intensify the tight supply of GPUs, providing support for the valuations of AI concepts and related tokens. --------------------------------- Click the original link below to join the Dynamic Insights Beating · Feishu AI News channel, for 7×24 continuous monitoring of global AI hot topics and news. (Source: BlockBeats)
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