"We haven't seen anything as disruptive that has happened before," Omdia's head of Cloud and Datacenter Research Vlad Galabov told The Register. "We've now added about $10 billion to our previous spending forecast [for this year]."
The total capacity of hyperscale facilities is set to grow almost threefold over the next six years on the back of AI demand, with spending estimated to hit $143 billion by 2027 alone.
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