Colocation capacity in North American datacenters has plummeted to a record low of 2.3%, with much of the construction pipeline already pre-leased, highlighting a significant challenge in meeting the surging demand. JLL warns that this lack of available capacity could hinder economic growth and calls for $1 trillion in new datacenter investments by 2030 to address the infrastructure needs.

The article discusses Meta's significant investment of $75 billion in AI infrastructure, highlighting the strategic importance of this move in enhancing their technological capabilities and competing in the AI landscape. It analyzes the implications of this investment for both Meta and the broader tech industry.

Meta plans to invest up to $72 billion in AI infrastructure throughout 2025 as the competition for computing power intensifies among tech giants. This substantial investment is aimed at enhancing Meta's capabilities in artificial intelligence and maintaining its competitive edge in the rapidly evolving tech landscape.

AI infrastructure company fal secured $125 million in a Series C funding round, bringing its valuation to $1.5 billion. The round was led by Meritech and included participation from major investors such as Salesforce Ventures and Google AI Futures fund. CEO Burkay Gur highlighted the benefits of generative AI in creating tailored advertising content.