Cloud & Data CentersNews
CAPACITY TEST:
AI Data-Centre Spending Turns Energy Costs Into an Inflation Test
AI infrastructure spending is pushing data-centre power demand, construction costs and debt issuance into the inflation debate.
Pew Research Centre counted more than 3,000 operational US data centres and about 1,500 more under construction or in early development.
The practical test is whether productivity gains arrive before power, construction and financing costs spread further through the economy.