- The forecasts say that the cloud giants settled to spend $ 1.15 billion in the data centers by 2027
- Economists warn that the construction of AI runs the risk of starving from other industries and distorting the GDP of the United States
- Analysts fear the cooling of the global data market could expose unsustainable hyperscaling investments
The US cloud giants are preparing an extraordinary waste in capital spending, have affirmed new industry figures.
According to a recent one Stockmarket.News Publish in X, during the two years from 2022 to 2024, the hyperscalers poured $ 477 billion in data centers, with Morgan Stanley adding between now and 2027, this figure is established at more than double $ 1.15 billion of $ 1.15.
Mathematics shows that the investment scale of the BoG Global Data Center could reach $ 2.9 billion up to 2028, divided by $ 1.6 billion into chips and servers and $ 1.3 billion in infrastructure such as real estate, power and construction, which would mean more than $ 900 billion in 2028 alone.
A lot of money
For the context, the entire S&P 500 combined spent around $ 950 billion on capital expenses in 2024.
The data center and energy -related disbursements could add up to 40 basic points to the GDP growth of the United States between 2025 and 2026, economists forecast.
Paul Kedrosky, talking to Derek Thompson in the Clear words Podcast, touched the extraordinary concentration of spending.
“A lot of money is being deployed and goes to a very narrow set of recipients and some really small geographies, such as northern Virginia. Therefore, it is an incredibly concentrated capital group that is also large enough to affect GDP,” he said.
He calculated in the first half of 2025, the expenses of the data center probably represented half of the GDP growth.
Kedrosky also drew parallels with the 1990s, when the mass capital was poured into telecommunications at the expense of other sectors.
He warned that AI infrastructure can have a similar displacement effect, hunger for other investment industries.
Several analysts have warned that it is unlikely that the rise of the investment of the duration of indefinitely.
If the global data market cools, the combination of record CAPEX, concentrated capital flows and the weakest demand for consumers could trigger a very serious adjustment.
The sectors that have been exhausted by AI infrastructure could face long -term damage, while hyperscalers themselves can fight to justify disbursements on such a massive scale.
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