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Report: Global Data Center Capex Projection Passes $1 Trillion

William Attardi on June 11, 2026

According to a recently published report by Dell’Oro Group, the worldwide data center capex outlook for 2026 was raised as hyperscale AI deployments accelerated, complemented by continued investments in general-purpose infrastructure and rising component costs. Dell’Oro Group’s Data Center IT Capex Quarterly Report details the data center infrastructure capital expenditures of each of the ten largest Cloud service providers Additional highlights from the 1Q 2026 Data Center IT Capex Quarterly Report:

  • The global data center capex outlook was raised to more than $1 trillion for 2026.
  • The Top 4 US cloud providers—Amazon, Google, Meta, and Microsoft—increased data center capex by 78 percent.
  • Dell led server OEM revenue in the quarter, followed by Supermicro and Lenovo, while white-box vendors serving the hyperscale market accounted for the majority of server revenue. Nearly all server vendors benefited from higher memory-driven system pricing.

Report: Global Data Center Capex Projection Passes $1 Trillion

Meta, ABC Launch Construction Training Academy

William Attardi on June 11, 2026

Meta Platforms Inc. and Associated Builders and Contractors (ABC) announced a partnership to educate and provide construction-ready career pathways for thousands of data center construction technicians, kicking off in Indiana, Louisiana, Ohio, and Texas as a meaningful step toward meeting the growing demand for data center workers nationwide. America’s Workforce Academy is a $115 million investment in the next generation of construction professionals, including a five-week training program and a job offer from contractors working on Meta projects at the conclusion of the program. Once an online application process is complete, scholarships, travel, housing, and stipends for living expenses are granted to qualified job seekers. They will then participate in career readiness and safety training, followed by five weeks of hands-on education, which includes core training and craft training. apply to America’s Workforce Academy

 

Enbridge and Meta Announce 1.6 GWh Wyoming Solar and Energy Storage Facility to Serve Data Center Needs

William Attardi on May 30, 2026

Independent power producer and renewable energy developer Enbridge has announced that Meta will purchase power delivered by the first phase of its Cowboy Project utility-scale solar and energy storage facility.  The plan for the $1.2 billion site located near Cheyenne, Wyoming includes 365 MW of solar generation capacity and a 200 MW, 1,600 MWh battery energy storage system (BESS) supplied and serviced by Tesla. The Cowboy Project expands the existing renewable energy partnership between Enbridge and Meta, which now totals approximately 1.6 GW of contracted capacity across North America, and includes a 600 MW solar projectand two wind projects in Texas. Enbridge and Meta announce 1.6 GWh Wyoming solar and energy storage facility to serve data center needs – Energy Storage

AI Is Outpacing America’s Power Grid. Nuclear Must Become a National Priority by Mark Whitney

William Attardi on March 6, 2026

Nuclear energy is an immediate, national strategic imperative. Advanced nuclear technologies, including smaller, faster-to-build reactors, deliver reliable, scalable and zero-carbon power. Unlike wind or solar, nuclear operates 24/7, which is exactly what hyperscale AI data centers require. The early movers are acting:

The message is clear: secure dependable, carbon-free power now, or face capacity shortages and rising costs. AI is outpacing America’s power grid. Nuclear must become a national priority. | Utility Dive

Meta to Build $10B AI Data Center in Northeast Louisiana

William Attardi on February 23, 2026

A transformational investment that cements the state’s status as a major innovation hub and puts this picturesque rural community on the leading edge of a global digital revolution. Meta projects the data center will support 500 or more direct new jobs in Richland Parish. Louisiana Economic Development (LED) estimates the project will result in the creation of more than 1,000 indirect jobs, for a total of more than 1,500 potential new jobs in the Northeast Region. The company estimates 5,000 construction workers at peak of construction on the 2,250-acre former Franklin Farm megasite that sits between the municipalities of Rayville and Delhi, about 30 miles east of Monroe. Meta to Build $10B AI Data Center in Northeast Louisiana – electrifiED

Meta and NVIDIA Announce Long-Term Infrastructure Partnership

William Attardi on February 23, 2026

The large-scale deployment of NVIDIA technology builds on our existing relationship and will support Meta’s build-out of data centers optimized for AI training and inference, as well as our core business. These advances will also deliver substantial improvements in performance per watt, supporting more efficient AI operations at scale. Meta has also adopted:

  • NVIDIA Confidential Computing for WhatsApp private messaging, enabling AI-powered capabilities across the messaging platform, while ensuring user data confidentiality and integrity.
  • NVIDIA Spectrum-X Ethernet networking platform across its infrastructure footprint to provide AI-scale networking, delivering predictable, low-latency performance while maximizing utilization and improving both operational and power efficiency.

As part of this multi-generational collaboration, engineering teams across Meta and NVIDIA will optimize and accelerate state-of-the-art AI models across our core workloads to drive performance and efficiency for new AI capabilities used by billions around the world.

[News] Meta and NVIDIA Announce Long-Term Infrastructure Partnership – LEDinside

Guess How Much Big Tech Will Spend on AI This Year

William Attardi on February 7, 2026

Four of the largest tech companies in the world project that they’ll spend roughly $650 billion combined on AI infrastructure in 2026, representing a historic ball-out for corporate capital expenditures, Bloomberg reported Here’s who’s spending what:

  • Taking the cake, Amazon announced Thursday that it’s planning to drop $200 billion on AI, chips, robotics, and satellites.
  • A day earlier, Alphabet said its capital expenditures could reach $185 billion, blowing past estimates.
  • Last week, Meta pegged its capex as high as $135 billion—an 87% jump from the year prior—driven by the company’s goal of achieving AI superintelligence.
  • Microsoft is expected to spend nearly $105 billion during its fiscal year ending in June.

Big Tech to spend $650 billion on AI in 2026, per Bloomberg

Meta to Spend $600bn on US Data Centers by 2028

William Attardi on November 12, 2025

Meta claims it will spend $600 billion on digital infrastructure in the US over the next three years. Data centers are “crucial” to helping the company reach its goal of “building superintelligence for everyone” and “helping America maintain its technological edge,” the post said. Quite how Meta intends to fund this is unclear. The company posted annual revenue of $62.3 billion in 2024, and $600 billion figure is more than double the amount the firm has made during its 15 years as a public company. Meta has around 30 data center campuses in operation or development globally. Meta to spend $600bn on US data centers by 2028 – DCD

Cheyenne to Host Massive AI Data Center Using More Electricity than All Wyoming Homes Combined

William Attardi on August 29, 2025

An artificial intelligence data center that would use more electricity than every home in Wyoming combined before expanding to as much as five times that size will be built soon near Cheyenne, according to the city’s mayor. With cool weather — good for keeping computer temperatures down — and an abundance of inexpensive electricity from a top energy-producing state, Wyoming’s capital has become a hub of computing power. The city has been home to Microsoft data centers since 2012. An $800 million data center announced last year by Facebook parent company Meta Platforms is nearing completion. The latest data center, a joint effort between regional energy infrastructure company Tallgrass and AI data center developer Crusoe, would begin at 1.8 gigawatts of electricity and be scalable to 10 gigawatts. A gigawatt can power as many as 1 million homes. But that’s more homes than Wyoming has people. The least populated state, Wyoming, has about 590,000 people. But this proposed data center is so big, it would have its own dedicated energy from gas generation and renewable sources.  Cheyenne to host massive AI data center using more electricity than all Wyoming homes combined | AP News

The Push to Triple Global Nuclear Energy by 2050

William Attardi on April 8, 2025

In recent years, the world has faced unprecedented growth in energy demand caused by digitalization, the development of artificial intelligence, electric vehicles, and other energy-consuming technologies. In an attempt to handle this challenge, Amazon, Meta, and Google — top stock gainers during previous years — as well as 14 leading banks and financial institutions, energy suppliers, and representatives of heavy industry, have joined forces to achieve the ambitious goal of tripling global nuclear power capacity by 2050. The World Nuclear Association initiated this program — for the first time, companies not directly involved in nuclear energy have publicly supported scaling nuclear power plants to meet their needs.  Powering the Future: The Push to Triple Global Nuclear Energy by 2050 – Programming Insider

Remembering the Solemn Purpose of Memorial Day

Memorial Day is a federal holiday in the United States observed on the last Monday in May to honor and mourn U.S. military personnel who died while serving in the armed forces. The holiday traces its roots to the years immediately following the American Civil War (1861–1865), which caused massive casualties—roughly 620,000 soldiers dead, about 2% of the U.S. population at the time. Communities across the North and South began spontaneously decorating the graves of fallen soldiers with flowers, wreaths, and flags, a practice that gave rise to the original name: Decoration Day. On May 5, 1868, Major General John A. Logan, commander-in-chief of the Grand Army of the Republic (GAR)—a powerful Union veterans’ organization—issued General Order No. 11. This proclaimed May 30, 1868, as a nationwide “Decoration Day” to honor those who died in the Civil War. After World War I, the holiday expanded to honor all American service members who died in any war, not just the Civil War.  In 1968, Congress passed the Uniform Monday Holiday Act to create more three-day weekends for federal employees. This moved Memorial Day to the last Monday in May, effective in 1971, when it was also officially named “Memorial Day.” As one 1868 quote put it: “That Nation which respects and honors its dead, shall ever be respected and honored itself.”