BREAKING
Top 3 Firms Hold Over Half of DC Power
0
GW
combined capacity
0
%
of top 15 operators
0
x
NYC peak demand
2025 AI Data Center Spend Plans
Amazon
100
Microsoft
80
Google
75
0
hyperscale sites 2024
0
active US centers
0
B
industry capex USD
Strategies Diverge on Power
Microsoft
Nuclear
●
Restart Three Mile Island
●
Gas-fired contracts
Google & Meta
Renewables
●
Direct clean energy buys
●
Speed of procurement
Power Becomes AI's Top Bottleneck
AI NEWS BLITZ
Three companies now control more than half of North America's data center power, Jefferies finds.