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AI has pumped hyperscale capex, capacity – but how long can it last?

Monday December 22, 2025. 09:27 AM , from TheRegister
Total operational capacity just keeps rising
Hyperscale datacenter operators nearly tripled their spending on infrastructure over the past three years in response to the AI craze, while the amount of operational capacity added each quarter has increased by 170 percent, with little sign so far of any slowdown.…
https://go.theregister.com/feed/www.theregister.com/2025/12/22/ai_hyperscale_capex_research/

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