Every rack, lease, and megawatt tells a different financial story. Here’s how the three revenue models behind the world’s data centers actually make money.
This a great read, Obi. Do you think these models are good for AI DCs as well and not just to regular ones? I would imagine yes, as AI workloads are becoming central to orgs beyond hyperscalers and model training and moves towards inference on a daily basis (think AI-native startups). But am wondering if the onset of AI DCs (GPU vs CPU) changes anything to the revenue model?
Every revenue model is really a philosophy of operational risk.
very good article
Great breakdown. It's big business.
This a great read, Obi. Do you think these models are good for AI DCs as well and not just to regular ones? I would imagine yes, as AI workloads are becoming central to orgs beyond hyperscalers and model training and moves towards inference on a daily basis (think AI-native startups). But am wondering if the onset of AI DCs (GPU vs CPU) changes anything to the revenue model?
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Nice article