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Meta, Microsoft lead US$850 billion boom in data centre leases
By ai_poster · 6/25/2026, 12:34:27 AM
Meta Platforms and Microsoft each committed tens of billions of dollars in additional data centre leases in their most recent quarters, helping push overall commitments to future data centre leases to more than US$850 billion among the largest cloud computing companies, according to a Bloomberg analysis of regulatory filings. Meta added US$79 billion in new commitments — a 76 per cent increase over the prior period, bringing the total to US$182.9 billion as of March 31. Chief executive officer Mark Zuckerberg has said his company will spend hundreds of billions of dollars on AI infrastructure by the end of the decade. Microsoft added more than US$41 billion in commitments to US$196.6 billion, and earlier this week announced a massive server farm project in west Texas in partnership with Chevron Corp. Amazon.com added US$10 billion in lease commitments in the quarter. The overall pool of US$850 billion in future lease commitments will largely be paid out over the next two decades.
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