Big Tech Commits $1.3T in Data Center Leases
Original title: Oracle, Microsoft, Meta, Amazon and Google have committed to more than $1.3T in future leases, mostl...
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Oracle, Microsoft, Meta, Amazon, and Google have committed over $1.3 trillion to future data center leases, with approximately 70% added in the last four quarters. This surge reflects the accelerating race for AI compute infrastructure among tech giants.
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Rohan Paul (@rohanpaul_ai) · 2026-11-02 13
Oracle, Microsoft, Meta, Amazon and Google have committed to more than $1.3T in future leases, mostly since mid-2025.
Through 2024 that pile grew slowly, with Microsoft supplying most of it. Meta and Google led the newest commitments.
Chart from Bloomberg
And ~70% of Big Tech’s $1.3T in future data center leases was added in the last four quarters.
