Saturday, November 15, 2025

A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW (Wall Street Journal)

Wall Street Journal:
A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW  —  Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure



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Sources: Australian data center provider Firmus is seeking to raise up to $5B in an IPO at the end of October, in one of the largest-ever IPOs in Australia (Julia Fioretti/Bloomberg)

Julia Fioretti / Bloomberg : Sources: Australian data center provider Firmus is seeking to raise up to $5B in an IPO at the end of Octobe...