AI compute is consolidating

A Network World analysis finds over 60% of global AI compute capacity sits with hyperscalers, with Google leading the pack, which concentrates pricing power and deployment terms at the infrastructure layer. That means build‑vs‑buy decisions for runtime and orchestration are happening in a market shaped by a few providers, not many independent hosts. For marketplaces this translates into a strategic need for provider abstraction to avoid lock‑in and sudden cost exposure. (networkworld.com)