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The AI boom is accelerating: US tech companies are committing to spend a combined $569 billion on data center leases over the next several years. A lease is a long-term rental agreement, meaning these companies commit to multi-year payments for data centers, offices, or warehouses, without owning them upfront. This represents a +$197 billion, or a +53% increase from Q2 2025. Oracle, $ORCL, alone added +$148 billion in new lease commitments in Q3, bringing its total data center lease obligations to $248 billion. Some of these leases can last up to 19 years, locking Oracle into massive fixed costs regardless of future AI demand. Tech companies are making massive bets on AI.

Investors are piling into equity ETFs at a record pace: The Vanguard S&P 500 ETF, $VOO, posted +$40.5 billion in inflows last week, the largest intake this year. Year-to-date, $VOO net inflows are now up to +$163.7 billion, the largest on record for a single ETF. Overall, investors invested +$49.7 billion in US-listed ETFs last week, pushing 2025 inflows to an annual record of +$1.33 trillion. US equity ETFs attracted +$30.6 billion, followed by +$9.8 billion into international equity funds. Meanwhile, leveraged and inverse ETFs saw outflows of -$965 million and -$427 million, respectively. Investor demand for US equities is accelerating.

This is Amazon’s new $11 billion dollar massive Data Center Campus in St. Joseph County, Indiana It will be primarily dedicated to training and running AI models It will use 2.2 gigawatts of power, equivalent to the electricity needed to power roughly 1 million homes and approximately 300 million gallons of water per year