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The operational challenges faced by tech giants' data centers are becoming increasingly prominent. Earlier this week, U.S. politicians stated that with the rapid rise in data center costs, investments in cloud computing and AI infrastructure have become a heavy burden for large tech companies. Leading firms like Microsoft are the first to face pressure and will soon announce significant adjustments.
Industry analysts believe that the root cause of cost pressure points to the energy sector—power consumption in data centers continues to rise, and electricity prices are becoming the next policy focus. As AI training and large-scale computing demands explode, energy costs have become a key factor constraining infrastructure expansion. This shift will directly impact the cloud computing ecosystem, blockchain validation node deployment, and even the operational economics of the entire digital asset network.