Big Tech Increasingly Relies on Third-Party Data Centers
Dow Jones
Aug 27
1743 ET - Large tech companies are increasingly turning to other data-center operators to secure all the servers they need to run their cloud-computing and artificial-intelligence systems, according to analysts at investment bank Jefferies. Data centers expected to consume as much as 54.5 gigawatts of power are under construction across the U.S. today, with tech companies themselves building about 53% of that capacity, the analysts say in a report. Leased facilities account for the remaining 47%, compared with a roughly 25% historical average, the analysts add. "The implication is clear: a growing share of future [data-center] infrastructure growth is expected to be delivered by third-party operators."
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