The AI Building Boom; Microsoft återstartar Harrisburg

The AI hyperscalers that are spending hundreds of billions of dollars on data centers have dropped a windfall into the laps of the manufacturers, construction firms, building-materials makers and energy companies that make the build-out possible.

Morgan Stanley estimates that capital expenditure on AI infrastructure will reach $3 trillion through 2028. 

The digital gold rush won’t last forever, though.

It’s unclear when the payoff from all this investment will kick in. 

Will these AI model builders overshoot on the infrastructure and pull back in a painful consolidation?

Electricity plants powered by natural gas will be constructed quickly for power-hungry data centers while the so-called hyperscalers turn to nuclear energy for a longer-term solution. 

Thomas Black Bloomberg 8 August 2025

https://www.bloomberg.com/opinion/articles/2025-08-08/ai-building-boom-is-bound-to-bust-for-manufacturers


Microsoft has made headlines by partnering with Constellation Energy to help restart the Three Mile Island nuclear power plant in Pennsylvania—a site infamous for the 1979 partial meltdown of its Unit 2 reactor, the worst nuclear accident in U.S. history.



Constellation Energy, som äger det nedlagda kärnkraftverket Three Mile Island utanför Harrisburg, Pennsylvania, har beslutat att satsa 1,6 miljarder dollar (cirka 16 miljarder kronor) på att återuppliva verket.

En uppgörelse har träffats med teknik- och AI-bjässen Microsoft, som nu har utlovats all el som produceras av verket i ett nytt avtal.


Hasse och Tage: "Det som hände i Harrisburg var så otroligt osannolikt, så att egentligen har det nog inte hänt"

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