I understand.

Actually, no.

Not at all:

The AI infrastructure buildout is entering a new phase: Tech companies are doubling down on AI.

Graph Source: Bloomberg.

US tech companies are committing to spend a record $850 billion on data center leases over the next several years.

This marks a +$570 billion YoY increase, or +204%, and +$200 billion QoQ increase, or +31%.

Meta, $META, added the most in Q1 2026, committing +$79 billion in new leases, a +76% QoQ increase, bringing its total to ~$183 billion.

At the same time, Microsoft, $MSFT, added +$41 billion, a +26% QoQ increase, bringing its total to ~$197 billion.

Oracle leads with the largest total commitments at ~$250 billion, having already secured many of the key sites needed to fulfill its contract with OpenAI.

Source: The Kobeissi Letter.

I just want to say… what the fuckkkkkk.

Shit has gotten hot so quickly in the AI space in the last 6 months.

No, I am Beep.

Sigh

The UBS Report, that the whole article appears to be based on.

I don’t know why the Guardian had choosen to get this sloppy with this article.

For the OP who posted this article here, this article doesn’t seem even related to technology.

I don’t know what to say.

The article that he posted have bad title and is written by bad news outlet(Futurism),IMO.

The article that is referenced as the source in Futurism.

The actual title: Google caps Meta’s Gemini use as AI demand strains capacity.

Down-voted due to bad source(Futurism) and bad title.