Hyperscalers set to spend up to $1 trillion a year…data-center investment plays emerge
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View chart & analysis → - 1Google, Meta, Microsoft, Amazon and other major cloud players are pouring hundreds of billions of dollars into data centers to meet AI demand
- 2NFJ's John Morris pegs hyperscaler annual capex at $750 billion–$800 billion, with some forecasts pointing to as much as $1 trillion (2.5–3% of U.S. GDP)
- 3Fortune highlights semiconductors, real estate, energy and cooling as the four entry points into the data-center economy and shares expert-recommended related stocks
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