Latest / Cloud Wars Live with Bob Evans
Race for AI Future: Google, Oracle, Microsoft, AWS Try to Meet Insatiable Demand
In today's Cloud Wars Minute, I explain why hyperscalers are rewriting the rules of deal-making to build the next generation of AI infrastructure.
Highlights
00:01 — We are seeing the beginnings here of an incredible round of innovation, not just in technology, but in deal-making, partnerships, alliances, and financing, all by the hyperscalers trying to meet this insatiable AI demand. We're seeing these companies undertake some very innovative, bold, distinctive new strategies to build the capability and capacity to get these AI data centers built out to meet this insatiable demand.
00:49 —…
The skinny
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