Big Tech's Future Data Center Leases Top $1.3T, 70% Added in Last Four Quarters
rohanpaul_ai · x · 2026-11-02
Per Bloomberg, Oracle, Microsoft, Meta, Amazon and Google have committed over $1.3 trillion in future data center leases, with 70% of that pile added in just the last four quarters.
- Growth was slow through 2024, driven mostly by Microsoft
- Meta and Google lead the newest wave of commitments
- The chart shows a steep inflection from 2025 onward, approaching $1.5T cumulative by Q3 2026
Related event: Big Five Tech Firms Commit Over $1.3 Trillion to Data Center Leases(2 posts)→
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