2025-12-19 06:21:05

According to the latest data, by the third quarter, the investment commitments of large tech companies in data center leasing have soared to $569 billion, a more than 50% increase from $372 billion in the second quarter.

Looking at this growth, the momentum of the trend simply cannot be stopped. Every time the market heats up, someone starts to wonder when it will cool down, and various predictions follow. But the fact is, the data is there—the demand for infrastructure continues to rise. There are no signs of a recession in the short term.

That's how the market is—both pessimistic and optimistic voices exist, and ultimately, someone's judgment will align with the actual trend. But based on current data, this round of investment enthusiasm is still in the rising phase.

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BackrowObserver

· 2025-12-19 16:45

A 50% increase, isn't this investment just grabbing territory? If you still can't see this data, then you really should reflect. A typical AI boom that just can't stop. When big companies move, everyone behind can only follow and compete. People predicting a recession, wake up—can data really deceive you? But on the other hand, no one really knows how long this can last. In the short term, there are indeed no downward signals, but in the long term? Just look at the charts.

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screenshot_gains

· 2025-12-19 06:43

A 50% increase, this crazy speed is really frightening. AI infrastructure is unstoppable this time; the money is pouring in and can't be stopped. Basically, it's about seizing the first-mover advantage; being a step late could mean getting stuck. This cycle is far from over, and the voices of pessimism have long been expected. The data is right here; it's hard to see where the ceiling is in the short term. Just looking at the figure of 569 billion, it's clear that major tech players have already gone all in. Who can accurately predict when this will cool down? Anyway, I can't see through it.

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