BREAKING
Cloud Data Center Leases Top $700B
0
B
Microsoft added
0
B
Meta added
Cumulative Future Commitments
Microsoft
155
Meta
104
Industry
700
Two Approaches to Capacity
Meta
●
Leans toward self-build
●
~$104B committed
Microsoft
●
Balances lease and build
●
~$155B committed
0
B
off-balance exposure
0
x
top firms
Can Monetization Keep Pace?
AI NEWS BLITZ
Microsoft and Meta each added about five billion dollars in data center leases last quarter.