kulahan parent
I briefly worked on an Azure team, and what I remember hearing (a few years ago) was that they were building out data warehouses as fast as they can, but they simply cannot keep up with demand. A good problem to have, I thought, but maybe not in light of this news!
I recently spoke to a datacenter planner. I wouldn't be surprised if the global spend on new datacenters for 2023 is on the order of $100 billion. If this continues for a few more years, this is planet-shaping change.
I just Googled it. Gartner estimated $125 billion.
https://www.fiercetelecom.com/telecom/cloud-and-colocation-d...