Today, the U.S. leads globally in data center capacity by a wide margin.
Driven by hyperscalers like AWS, Google Cloud, and Microsoft Azure, billions in investment are supporting foundational AI models.
As this momentum continues, these tech giants are expected to remain key drivers of global data center growth.
This graphic, via Visual Capitalist's Dorothy Neufeld, shows data center capacity by region, based on data from the IEA.
The Global Concentration of Data Center Infrastructure Below, we show data center capacity worldwide in 2024:
With 53.7 GW of installed capacity, the U.S. accounts for 44% of the global total.
Given the intensifying demand for data centers, hyperscalers are facing infrastructure constraints. New data centers set to be built out by 2028 are completely booked, and Northern Virginia faces power capacity shortages causing project delays.
Meanwhile, public and private entities in China have invested billions in data centers, but an estimated 80% of new infrastructure stands unused.
As we can see, the EU trails behind with 11.9 GW of capacity. Still, electricity demand from data centers is expected to surge 150% by 2035, driven by approximately $231 billion in AI-related investment aimed at tripling capacity by 2032.
Poster Comment:
US Special Forces Request Two Tesla Cybertrucks For Missile Testing
"In the operating theatre it is likely the type of vehicles used by the enemy may transition to Tesla Cyber trucks as they have been found not to receive the normal extent of damage expected upon major impact. Testing needs..(Gas powered trucks emit heat and attract drones.)
https://www.zerohedge.com/military/us-special-forces-request-two-tesla- cybertrucks-missile-testing
#1: Horse To: All (#0)
Has Anybody Noticed That US M2 Is Hitting All-Time Highs?
“The US is flooding the bond market with so much supply to fund deficit spending, that bond prices are falling.”
- KobeissiLetter
It’s also worth noting that the yields on the US 30-year are also running hot:
The Treasury released their borrowing estimates.
$1.6T in net new debt issuance over the next two quarters. About $500B of it is the TGA refill.
The signals are clear: gold, silver (which is breaking out) – and Bitcoin are all experiencing capital inflows – meanwhile bonds are dead money walking.
The next Fed M2 supply update comes on August 26th – does anybody think it’ll come in lower?
Horse posted on 2025-08-10 13:40:11 Reply Private Reply