HYPERSCALE CAPEX $725B ▲1 QUEUE 2,060 GW ▲2
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Sources
  1. Hyperscale capex $725B (2026e) — FT compilation of Microsoft, Alphabet, Amazon & Meta Q1 2026 earnings guidance, see Tom's Hardware.
  2. Interconnection queue 2,060 GW — Lawrence Berkeley National Laboratory, see "Queued Up: 2026 Edition".