The AI cloud math is broken, and it’s creating a power shift within Big Tech
THE SO WHAT
When buying AI hardware outright beats renting cloud AI, the balance of power shifts toward whoever controls capex, power, and datacenter buildout—not just API endpoints. If you’re a heavy AI user, you should be running TCO models on reserved cloud, managed neocloud, and owned clusters rather than assuming hyperscaler on-demand is default.
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