"This is the largest infrastructure build-out in human history."
"Hyperscaler capex in 2026 will be more than 4× what the entire US energy sector spends. Amazon alone exceeds the entire sector."
"The biggest issue is not compute, but power — you have a bunch of chips sitting in inventory that I can't plug in."
Powered land. Data centres. Networking. GPUs.
More than 4× what the entire US energy sector invests.
$600 billion this year.
Over $1.15 trillion by 2027.
No transparency. No map. Uncertainty everywhere.
I RID AN
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