Leading Indicators Archive
A weekly archive of leading indicators — track capex, data centers, and power over time.
36 total
07-03
Capex & Data Centers
$1.75bn for gas power behind a 2GW Texas data center — AI is buying its own generation
Corroborated
07-03
Capex & Data Centers
Hyperscaler carbon up 16% on AI DC additions — the gap between climate promises and reality is now self-disclosed
Corroborated
06-23
Capex & Data Centers
Legacy IT cuts 21,000 jobs to fund AI infrastructure — capital reallocation reaches beyond Big Tech
Reported (unverified)
06-18
Capex & Data Centers
Google turns 2,000 retired Pixel phones into a private cloud — smartphone reuse as an alt-path to edge compute
Corroborated
06-17
Capex & Data Centers
Wafer output to 4x on AI interconnect demand — optics is becoming the bottleneck
Corroborated
06-16
Capex & Data Centers
Accelerator vendors buy their way into memory — the HBM supply chain starts vertical-integrating
Corroborated