Data Centers: Is the Buildout Starting to Become a Bubble?

October 13, 2025--Written by John Egan for Industrial Info Resources (Sugar Land, Texas)--Spending on U.S. data centers has soared in recent years, triggering concerns about how electricity providers will keep up with the expected construction of these electricity-gobbling facilities that power artificial intelligence (AI). For power providers, it's the ultimate good news-bad news story: they welcome the load growth but fret over their ability to provide the requisite electricity in a timely fashion. Companies featured: Alphabet Incorporated (Mountain View, California), Amazon (Seattle, Washington), Microsoft Corporation (Redmond, Washington), Meta Platforms Incorporated (Menlo Park, California), Apple Incorporated (Cupertino, California), OpenAI (San Francisco, California), Oracle Corporation (Austin, Texas)