On June 24, an analysis by Bloomberg of regulatory filings revealed that as tech giants compete to expand their server clusters, the total amount of future data center leasing commitments by large cloud computing companies has continued to rise over the past year, surpassing $850 billion. Last quarter, Meta added leasing commitments of $79 billion, a 76% increase from the previous period; as of March 31, the total reached $182.9 billion. Meta CEO Mark Zuckerberg has stated that the company plans to invest hundreds of billions of dollars in AI infrastructure by 2030. Microsoft followed closely, adding over $41 billion in leasing commitments, bringing its total to $196.6 billion.
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