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ft.com

Lex in depth: Will the AI data centre boom become a $9tn bust?

The biggest groups splashing their cash may not make their money back, but will almost certainly live to tell the tale

sabato 28 marzo 2026 New tab

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Who pays for the $3tn AI building boom?

With the data centre race in full swing, private capital is joining Big Tech in seeking to capture the rewards

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Big tech’s big gamble

How much AI is the market willing to finance?

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Big Tech’s AI payback might be coming into view

Earnings hint at growth trajectory despite increases in capital spending

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In the AI boom, not all capex is created equal

There are big differences in the level of risk and likely returns of Big Tech’s spending

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The AI boom is not a bubble

Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality

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ft.com

UK bets £40mn on frontier AI research lab in push for tech independence

New state-backed body seeks AI breakthroughs in science, healthcare and transport

ft.com·3 mesi fa