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JZ
Jeanne Zaino
Bloomberg politics contributor; Harvard Kennedy School visiting fellow
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Jeanne Zaino (Bloomberg politics contributor) says the five largest hyperscalers are on track to spend over $1 trillion on AI infrastructure across last year and this year.
if you look at the five biggest hyperscalers that includes Amazon that includes Google and Microsoft that they're on track to spend over one trillion dollars on AI infrastructure from last year to this year
Nasdaq since this was said: ▼ -1.1% · 26,803 → 26,507 · as of 2026-09-04
Jeanne Zaino argues the US needs a pause on data-center construction, praising Hochul's moratorium and warning earth-bound infrastructure could be stranded.
we do need a pause we do need some kind of time out where we think about what the impact of all of this is on our lives and our communities
Nasdaq since this was said: ▼ -1.1% · 26,803 → 26,507 · as of 2026-09-04
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