BlockBeats News, July 5th. U.S. tech companies have committed a record $850 billion to data center leasing, an increase of $570 billion compared to the same period last year (+204%), and an increase of $200 billion compared to the previous quarter (+31%).

Among them, Meta added approximately $79 billion in data center leasing commitments in the first quarter of 2026, a 76% increase from the previous quarter, bringing the total commitment to around $183 billion; Microsoft added about $41 billion, a 26% increase, with a total size of around $197 billion; Oracle, with a total commitment of about $250 billion, ranked first and has secured key data center resources for its collaboration with OpenAI.

This reflects that the demand for AI infrastructure is entering a long-term structural growth phase, and complementary industries such as semiconductors, energy, and liquid cooling are expected to continue to benefit. At the same time, the growth in computing power demand may further intensify the GPU supply shortage, providing support for the valuation of AI concepts and related tokens.

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