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AI mania to swell datacenter capex to $1.6T by 2030 – if the bubble doesn't pop first

Tuesday December 9, 2025. 02:46 PM , from TheRegister
Analysts say demand keeps rising despite constraints, shaky returns, and mounting investor nerves
Datacenter capital expenditure is forecast to grow 17 percent annually through 2030, reaching $1.6 trillion, with supply chain constraints pushing up the price of components.…
https://go.theregister.com/feed/www.theregister.com/2025/12/09/omdia_datacenter_capex/

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