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China’s AI build‑out surges, pushing the U.S.–China AI race to a peak 🚀.
Global data‑center CapEx is set to exceed $3 trillion by 2030, nearly double the Jan 2026 outlook 📈. Growth stems from hyperscale spending, power needs and soaring construction costs. U.S. top‑20 firms allocate 16% of revenue to CapEx, China 9%.
The rivalry will shape global tech leadership 🌐.
$FORM, $PHA, $ZETA
China’s AI build‑out surges, pushing the U.S.–China AI race to a peak 🚀.
Global data‑center CapEx is set to exceed $3 trillion by 2030, nearly double the Jan 2026 outlook 📈. Growth stems from hyperscale spending, power needs and soaring construction costs. U.S. top‑20 firms allocate 16% of revenue to CapEx, China 9%.
The rivalry will shape global tech leadership 🌐.
$FORM, $PHA, $ZETA
