Hyperscaler Briefs

Full-pipeline coverage on the 10 hyperscalers DC Hub tracks. M&A bankers, PE deal teams, and hedge funds use these briefs to size $/MW velocity, ISO concentration risk, and PPA flow. 6h edge cache.

Amazon Web Services

Largest hyperscaler by MW · 27+ regions

Microsoft Azure

OpenAI compute backbone · 60+ regions

Google Cloud

TPU-led AI capacity · 35+ regions

Meta (Facebook)

Llama training scale · self-built campuses

Apple

Private AI compute · iCloud regions

Oracle Cloud

OpenAI Stargate partner · Texas + UAE

ByteDance (TikTok)

ML inference at consumer scale

Tencent

China cloud + WeChat scale

Alibaba Cloud

APAC hyperscaler · Tongyi Qianwen