The Next Big Theme: May 2025
Source: SeekingAlpha
2025-05-26 01:45:00 ET
Summary
- The U.S. data center market entered 2025 with strong momentum.
- After initially proposing an 8% budget cut for the armed services, the Trump administration is reversing course due to mounting geopolitical tensions and bipartisan pushback.
- Big Tech players will collectively spend over $300 billion on AI-focused infrastructure this year to support the growing demands of AI development.
Data Centers & Digital Infrastructure
Data Center Demand Persists ...
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The Next Big Theme: May 2025
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