'Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion' - Bloomberg
https://www.bloomberg.com/news/articles/2026-09-25/goldman-sees-hyperscaler-ai-capex-rising-50-to-1-2-trillion
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Big Tech’s Data Center Boom Could Be Stopped by One Scarce Resource
Big Tech's AI expansion faces a power bottleneck as global electricity demand from data centers could surge 1,100% by 2033.
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