The article discusses the growing demand for data centers and the investments made by tech giants like Google and Apple in this sector. It highlights that Wall Street is bullish on the data center ambitions of these companies, as they are expected to drive significant revenue growth in the coming years. The key points are: 1) Data centers are crucial for handling the massive amounts of data generated by cloud computing, streaming services, and other digital services. 2) Google and Apple are investing heavily in building and expanding their data center infrastructure to meet the increasing demand. 3) Analysts predict that data center spending by these companies will continue to rise, with Google potentially spending $25 billion on data centers in 2024. 4) The article cites analysts’ estimates that data center spending could account for a significant portion of Google’s capital expenditures in the future. 5) The investments in data centers are seen as a long-term bet on the growth of cloud computing and digital services, which are expected to drive demand for data storage and processing capabilities.