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Meta and Microsoft added more than $120 billion in new lease commitments in the latest quarter; combined lease commitments now exceed $850 billion. Signals unprecedented acceleration in AI datacenter buildout.

Hyperscaler capital deployment at historic peak signals sustained AI training/inference infrastructure expansion globally
Trade pressSlicast · June 26, 2026 · Global · Source: Data Center Dynamics
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Meta and Microsoft added more than $120 billion in new lease commitments in the latest quarter; combined lease commitments now exceed $850 billion. Signals unprecedented acceleration in AI datacenter buildout.

Hyperscaler capital deployment at historic peak signals sustained AI training/inference infrastructure expansion globally

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Meta and Microsoft added more than $120… · Slicast