(https://www.cnbc.com/2026/07/08/meta-is-building-its-first-big-data-center-in-canada-amid-ai-push.html) is the headline, but here's what it's hiding: capex discipline is dead. Every mega-cap is copying the playbook—Amazon, Microsoft, Google—all competing for the same chips, the same power, the same locations. That's a buyer's market for infrastructure, not a seller's.

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