AI Infrastructure, Data Centers & Compute Buildout
Buildout of AI compute capacity: hyperscale and neocloud data centers, GPU/accelerator clusters, long-term compute contracts, vendor financing, capex programs, and the physical constraints (power, cooling, land, components, local opposition) that limit expansion.
From voluntary pledges to mandatory tariffs—how shifting policy is redefining the economics of hyperscale computing and its ripple effects on the equity markets.
