The trillion-dollar cloud hyperscaler build-out was underwritten by a simple bet: that enterprises would keep paying a premium for Frontier AI compute indefinitely. The latest market data suggests that AI infrastructure investment is being tested faster than anyone budgeted for, and the shift is not a forecast.
The trillion-dollar cloud hyperscaler build-out was underwritten by a simple bet: that enterprises would keep paying a premium for Frontier AI compute indefinitely.
The latest market data suggests that AI infrastructure investment is being tested faster than anyone budgeted for, and the shift is not a forecast.
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The trillion-dollar cloud hyperscaler build-out was underwritten by a simple bet: that enterprises would keep paying a premium for Frontier AI compute indefinitely. The latest market data suggests that AI infrastructure investment is being tested faster than anyone budgeted for, and the shift is not a forecast. It is a market share collapse, and it happened inside a single budget cycle.
Today that share has fallen to around 30 percent. Chinese models are now running for up to 90 percent less than their U.S.
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