AI has pumped hyperscale - but how long can it last?
Hyperscale datacenter operators nearly tripled infrastructure spending and increased quarterly operational capacity by roughly 170% driven by surging demand for AI workloads since late 2022.
OpenAI Stargate announces five new datacenter sites in US
Stargate consortium plans seven gigawatts of AI datacenter capacity with five new US sites, expanding a $500 billion hyperscale buildout led by OpenAI.
US hyperscalers to guzzle 22% more grid juice by end of 2025
U.S. hyperscale datacenters will require dramatically more grid electricity, rising 22% by 2025 and potentially tripling by 2030 due to AI-driven expansion.
