Rohan Paul
@rohanpaul_ai
Bloomberg: Alphabet, Meta, Microsoft, Amazon and Oracle hold over $3T in future data center commitments, $1.3T of it leases.
Alphabet holds more than $1T of that, nearly 8x its total a year earlier, covering technical equipment, energy and leases.
Meta follows with $810B, just under half of it tied to unstarted data center leases running up to 30 years.
