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Hyperscalers to shift AI financing off their balance sheet onto private equity backers?
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Hyperscalers to shift AI financing off their balance sheet onto private equity backers?
Big Tech’s AI infra spend is expected to clear $700bn in 2026: Juniper Research distils possible implications of the Google, Blackstone JV to build AI infra in the US, at scale On 18 May, Google and Blackstone announced a joint venture to create a new US-based company, reports Juniper Research. The new company will offer data centre capacity, operations, networking and Google Cloud’s Tensor Processing Units (TPUs) as a Compute-as-a-Service (CaaS…
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