US data-center spending is set to reach $40B in 2025 due to AI demand. Alphabet's chance to be the second-largest company by market cap at 23% YES.

US data-center spending is set to reach $40B in 2025 due to AI demand. Alphabet's chance to be the second-largest company by market cap at 23% YES.

US hyperscalers plan to invest over $750B in AI infrastructure this year. Anthropic's valuation hitting $1.25T by December at 90% YES.