✳flâneur — a map of the web's best reading

The Financialization of the Data Center: GPU Clouds, Debt and PE fueling AI infrastructure supercycle

datagravity.dev · 1,273 words · saved by 1 readers

Over the past decade, data center buying activity and capital investment has heavily concentrated into the Big 3 Clouds: Microsoft Azure, Amazon AWS, Google GCP. While some enterprises have built private data centers alongside third-party data center operators like Equinix, the trend has undoubtedly been towards Big 3 consolidation and outsourcing to public cloud. However, with the rise of the GPU and AI-first workloads, dozens of new entrants have brought billions of net new capital to data center investment — and been chipping away at cloud market share with AI workloads. Thanks for reading Data Gravity! Subscribe for free to receive new posts and support my work. Upgrade to paid From GPU Clouds offering competitive GPU rates for the latest chips, to joint ventures with private equity firms like Blackstone and data center operators (i.e. Digital Realty, QTS, Equinix): a new wave of buyers are investing in data center infrastructure for AI. Over $20B of investment has already been ann

The Financialization of the Data Center: GPU Clouds, Debt and PE fueling AI infrastructure supercycle From GPU Clouds like Coreweave to PE like Blackstone, a new wave of primarily debt capital is fueling exponential data center investment Chris Zeoli Dec 19, 2023 12 Share Over the past decade, data center buying activity and capital investment has heavily concentrated into the Big 3 Clouds: Microsoft Azure, Amazon AWS, Google GCP. While some enterprises have built private data centers alongside third-party data center operators like Equinix, the trend has undoubtedly been towards Big 3 consoli

Explore this link on the map →

related reading