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Hyperscaler Backlog Hits $2 Trillion
In today’s Cloud Wars Minute, I break down how hyperscalers reached a staggering $2 trillion backlog and what it means for the future of AI infrastructure.
Highlights
00:03 — The hyperscaler market (the four big companies that are helping to shape the world with the power of AI), their backlog has now hit $2 trillion. So not just their recent revenue, talking about future commitments, contracted business not yet recognized as revenue: $2 trillion. Talk about some responsibility.
01:21 — So you see Microsoft’s backlog almost doubled: $627 billion. Oracle’s up a whopping 325% to $553 billion…
The skinny
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