BREAKING
AI Spending Heads Toward $3 Trillion
0
T
Moody's by 2030
0
T
JPMorgan total
0
B
2026 top-14 capex
US Data Center Power Share
2023
4
2030 low
9
2030 high
17
Power Becomes the New Bottleneck
1
Capital floods in
↓
2
Grid strains
↓
3
Power layer expands
Buildout or Bubble?
Buildout case
●
GE Vernova, Vistra backlogs grow
●
China plans $295B build-out
Bubble case
●
Speculative SMR and fusion plans
●
Single-customer dependence risk
Thermodynamics Meets Capital
AI NEWS BLITZ
AI data center investment is projected to top three trillion dollars by 2030.