AI Compute
Hyperscalers Launch Gigawatt-Scale AI Data Center Expansions Amid Power Grid Challenges
Major cloud providers announced over $50 billion in new data center investments in early March 2026, focusing on gigawatt-scale AI campuses. Meta broke ground on a $10 billion, 1 GW facility in Indiana while Google pledged 7,800 MW of new generation capacity in Texas alongside grid upgrade commitments.