$Alphabet(GOOGL)$ Microsoft re

$Alphabet(GOOGL)$ Microsoft reportedly agreed to guarantee up to $44B of third-party data center leases across roughly 2.4GW and 10 projects.

To me, this kind of move really highlights how major AI players are locking in long-term infrastructure capacity as compute demand keeps accelerating.

The market seems to be paying more attention now not just to AI model progress, but also to the financing, power, and data center buildout needed to support the next phase of AI growth.

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