Tech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past $850 billion. Meta alone pledged an additional $79 billion, signaling massive AI infrastructure investment. Microsoft also added over $41 billion, despite capacity constraints. This surge highlights sustained, long-term spending on crucial tech infrastructure like semiconductors and energy.

Meta and Microsoft each committed roughly $50 billion in data center leases, pushing industry-wide AI infrastructure obligations toward $850 billion.

Tech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past $850 billion. Meta alone pledged an additional $79…