#Data Centers

This topic hub collects our latest reporting and commentary on Data Centers. Use it to follow new developments, revisit older angles, and jump between related market stories from one archive.

• AI Data Center Bust: A $2 Trillion Gamble on Obsolete Hardware

  22 May, 2026

  Hyperscalers are betting $350B+ on AI data centers, but the hardware's rapid obsolescence creates a $2 trillion revenue gap and a looming bust that differs from