Hyperscalers will spend over $700B on capex this year, per the IEA. Connection queues in Texas, Virginia and the UK now

Hyperscalers will spend over $700B on capex this year, per the IEA. Connection queues in Texas, Virginia and the UK now | Hanami

Hyperscalers will spend over $700B on capex this year, per the IEA. Connection queues in Texas, Virginia and the UK now exceed peak demand, and nearly 40% of AI data center capacity sits in water-stressed areas. Power, permits and water are the bottlenecks, not chips.