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Microsoft disclosed $130B+ new data center lease commitments in Q4 FY2026; total uncommitted lease obligations surged to $329B from $196B last quarter.
Hyperscaler capex acceleration continues unabated despite macro headwinds; doubling of lease pipeline signals 18–24 month buildout squeeze on grid capacity and power.
Trade pressSlicast · July 30, 2026 at 01:01 UTC · China · Source: 36氪
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