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Google reaffirms $75B AI infra investment as cloud providers pursue divergent strategies
“We are witnessing a divergence in hyperscaler strategy,” noted Abhivyakti Sengar, practice director at Everest Group. “Google is doubling down on global, AI-first scale; Microsoft is signaling regional optimization and selective restraint. For enterprises, this changes the calculus.” Meanwhile, OpenAI is reportedly exploring building its own data center infrastructure to reduce reliance on cloud providers and increase its computing capabilities. Shifting enterprise priorities For CIOs and enterprise architects, these divergent infrastructure approaches present new considerations…
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