How Big Tech’s $630 bln AI splurge will fall short

That’s the ​amount Microsoft, Amazon, Meta ⁠and Alphabet ​plan to spend ​scaling data centres this year. Around 70% goes ​to Nvidia ​chips; the rest to land, ‌buildings ⁠and power gear. But permits and equipment bottlenecks ​will delay ​builds ⁠and push up prices, ​derailing 2026 budgets.Read More