Big Tech's $635 billion AI spending faces energy shock test, S&P Global says

[1/2]An Amazon Web Services AI data center in New Carlisle, Indiana, U.S., October 3, 2025. REUTERS/Noah Berger for AWS Purchase Licensing Rights, opens new tab TOKYO, March 31 (Reuters) - Massive investmentsin artificial intelligence that underpinned record runs in equities face a major hurdle as the Middle East crisis clouds prospects for growth and energy costs, said Melissa Otto, head of research at S&P Global Visible Alpha. Before the Iran warbroke out, tech giants Microsoft, Amazon, Alphabetand Metapl ...