$Meta Platforms, Inc.(META)$ $

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ TD Cowen's report shows Meta, Microsoft, and Google were behind a record 9.6GW of data center leasing in Q2. There's another 12.5GW currently in the pipeline.

OpenAI has also raised its 2030 infrastructure target to 30GW, which really points to how the demand for AI infrastructure just keeps surging.

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