AI hyperscalers’ architecture of scarcity
ANALYSIS: The question for investors is whether demand for AI compute is genuinely durable enough to keep the cycle tight for longer than prior analogues suggest.
Google data centre, Eemshaven, Netherlands.
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Last week, all the AI hyperscalers reported their earnings on the same day and each presented the same underlying tone – one of scarcity. Sundar Pichai, Alphabet’s CEO, said: “We are compute constrained in the near term” and Amazon noted that capacity is being monetised as fast as it can be
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