2025-12-22 15:30:51

Big Tech just bet $569 BILLION that the AI boom isn't a bubble

It's a new industrial revolution.

US tech companies are committing to spend over half a trillion dollars on data center leases.

This isn't a "test" or a "pilot program." It’s an all-in play with no exit strategy.

We are looking at a +53% increase from Q2 2025. Oracle alone added $148 billion in new commitments in a single quarter, bringing their total obligations to a staggering $248 billion.

These leases last up to 19 years, locking in massive fixed costs regardless of what happens to the economy.

These companies are renting "factories of compute" because they can't build them fast enough to keep up with the demand.

They've burned the ships and there is no Plan B.

This isn't a tech cycle... it's a land grab for the most valuable real estate in human history.

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