
Hyperscalers, Cloud Services Shift, and Generative AI Implications
In this episode, we start with a welcome and introduction to the Bitcoin & AI Data Centers podcast. We then dive into a discussion about hyperscalers and their role in shaping the future of global data center capacity. The conversation shifts to the enterprise shift towards cloud services and the implications of generative AI in this transition. Finally, we wrap up with closing remarks and a thank you to our listeners.
Key Points
- Hyperscalers now account for 41 percent of worldwide data center capacity, a significant increase from just six years ago when 60 percent was on-premise.
- By 2029, hyperscalers are projected to account for more than 60 percent of global data center capacity, while on-premise data centers will drop to just 20 percent.
- The rise of generative artificial intelligence technology and services is expected to intensify the shift towards cloud and hyperscale solutions, as enterprises increasingly spend more on cloud services than on their own data center infrastructure.
Chapters
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Transcript
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