AI Agent UpdateDLR (DLR) — AI News & Analysis
Every AI Agent Update story mentioning DLR (DLR), with our bullish / bearish read on each.
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Bank of America: data-center spending hits $1 trillion this year — and doubles by 2028
Bank of America says the buildout doubles by 2028 and nearly triples by 2030. The power grid, not demand, is the only thing that can stop it.
Australia's $70B AI data-center pipeline has power secured for just 23% of it
Australia has a $70 billion AI data-center pipeline — and confirmed power for less than a quarter of it. The grid is the bottleneck now.