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Video ·
Big Tech's $201.9bn AI Bet: Data Centres Explained
What the video covers
AI runs on data centres, and data centres run on power and cooling. In Q3 2026 Microsoft, Alphabet, Amazon and Meta spent a combined US$201.9 billion on property and equipment, according to their SEC filings, up 108% on Q3 2025 (US$97.3 billion). The video explains where that money goes and what it means.
Chapters
- 0:00 Why AI needs power
- 0:10 What is CoolPower Index?
- 0:19 US$201.9bn: Big Tech AI spending
- 0:32 +108% in one year
- 0:39 114 data centre sites tracked
- 0:50 How power and cooling reach an AI chip
- 1:03 NVIDIA: AI systems live in 14 days
- 1:13 Subscribe and explore
Check the figures yourself
Evidence: Alphabet Q3 2026 results (SEC exhibit 99.1) (opens in a new tab)
Every figure on the linked pages carries its own source and date.
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More videos
Upload date, length and thumbnail from YouTube, checked 1 Nov 2026. The player loads from youtube-nocookie.com only when you press play.