- Forecasts indicate that cloud giants should spend $ 1.15 billion for data centers by 2027
- Economists warn the risks of construction of hungry AI of other industries and distort American GDP
- Analysts fear that the global data market cooling could expose investments in unsustainable hyperscalers
The American cloud giants are preparing extraordinary madness in capital spending, new industry figures said.
According to a recent Stockmarket.news Post on X, during the two years from 2022 to 2024, hyperscalers paid $ 477 billion into data centers, with Morgan Stanley adding by 2027, this figure is set over more than double at 1.15 billion dollars lightening the eyes.
Mathematics show the boom scale – The global investment estimate of the data center could reach 2.9 billions of dollars until 2028, divided between 1.6 billion of dollars on fleas and servers and 1.3 billion of dollars on infrastructure such as real estate, energy and construction – which would mean more than $ 900 billion in 2028.
A huge sum of money
For the context, the entire S&P 500 spent around 950 billion dollars on capital expenditure in 2024.
The data center and power -related expenses could add up to 40 basic points to American GDP growth between 2025 and 2026, providing economists.
Paul Kedrosky, speaking with Derek Thompson on the Ordinary English Podcast, discussed the extraordinary concentration of expenses.
“There is a huge sum of money deployed and it goes to a very narrow set of recipients and very small geographies, like the north of Virginia. It is therefore an incredibly concentrated capital basin which is also large enough to affect GDP,” he said.
He calculated in the first half of 2025, the expenditure of the data center probably represented half of the GDP growth.
Kedrosky also established parallels with the 1990s, when massive capital spilled in telecommunications to the detriment of other sectors.
He warned that IA infrastructure could have a similar energy effect, affecting other investment industries.
A certain number of analysts have warned that the boom in AI investments will probably not last indefinitely.
If the global data market is cool, the combination of record capex, concentrated capital flows and lower consumer demand could trigger a very serious adjustment.
The sectors that have been exhausted by AI infrastructure could face long-term damage, while the hyperscalers themselves may have trouble justifying expenses on such a massive scale.
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