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but you forgot the 80B from MSFT and 60B from META in 2025 alone? I assume quite a chunk of that investment will be going to NVDA.

Stargate wise, it's a joke, they have no money for their lip service.



Most of it will go towards energy. These companies are building literal power plants to power their data centers.


>These companies are building literal power plants to power their data centers.

Have any companies publicly announced doing that, let alone actually started the process of building?


One example of restarting a previously shuttered nuclear power plant to power a data center.

https://www.technologyreview.com/2024/09/26/1104516/three-mi...

Although the fine print is that it will be dumping power into the grid to be pulled out by various DCs vs powering them directly


There is an ongoing debate about these companies drawing direct power from private plants vs going through the grid, but I can't see why big tech won't win in the end, especially in today's environment of deregulation.




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