WS #13713
Microsoft secured 10 GW of AI data center capacity in 2026 (over $300B), Amazon is building a 7.65 GW gas plant in Texas, and hyperscalers added $1.5T in market value, driving demand for power infrastructure (Bloom Energy, etc.) and AI hardware (Nvidia, Dell).
AI Infrastructure Power Demand Surge
Microsoft secured 10 GW of AI data center capacity in 2026 (over $300B), Amazon is building a 7.65 GW gas plant in Texas, and hyperscalers added $1.5T in market value, driving demand for power infrastructure (Bloom Energy, etc.) and AI hardware (Nvidia, Dell).