Institutions: at least $3 trillion will be invested in data centers over the next five years

On January 12, Moody's released a report predicting that at least $3 trillion will flow into data center-related investments over the next five years, targeting servers, computing equipment, data center facilities, and new power capacity to support the rapid growth of artificial intelligence and cloud computing. The report noted that the majority of these funds will come directly from large technology companies. As demand for data centers and the electricity to power them continues to rise, six U.S. hyperscale cloud service providers—Microsoft, Amazon, Alphabet, Oracle, Meta, and CoreWeave—are expected to collectively invest $500 billion in data centers this year.