Global technology leaders have been reshaping digital infrastructure. According to Bloomberg, combined capital expenditures from Amazon, Google, Meta and Microsoft are projected to exceed $300 billion this year, following more than 50% growth in 2024.
This surge in investment reflects the growing need for AI computing capacity, data storage and network connectivity, which are demand drivers that continue to expand the role of data centers with modern infrastructure systems.
We believe these developments highlight the importance of resilient, energy-intensive infrastructure and the role private capital can play in supporting this evolution.
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