**[U.S. Tech Giants' Data Center Leasing Commitments Hit Record High, Reaching $850 Billion]** BlockBeats News, July 5 — U.S. technology companies have pledged a record-breaking $850 billion for data center leasing, an increase of $570 billion (+204%) compared to the same period last year, and $200 billion (+31%) higher than the previous quarter. Among them, Meta added approximately $79 billion in data center leasing commitments in Q1 2026, a quarter-on-quarter growth of 76%, bringing its total commitment to around $183 billion. Microsoft added approximately $41 billion, a quarter-on-quarter growth of 26%, with a total scale reaching about $197 billion. Oracle, with a total commitment of approximately $250 billion, ranks first and has secured critical data center resources for its collaboration with OpenAI. This reflects that the demand for AI infrastructure is entering a phase of long-term structural growth, with supporting industries such as semiconductors, energy, and liquid cooling expected to continue benefiting. Meanwhile, the growing demand for computing power may further exacerbate GPU supply shortages, providing support for the valuation of AI-related concepts and tokens. --------------------------------- Click the link below to access the original article and join the Beating · Feishu AI News Channel for 24/7 global AI news and updates. [Original Link]