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...