Big Tech Locks Up Outsourced AI Capacity

Major AI consumers are increasingly securing multibillion‑dollar, multi‑year contracts with third‑party AI infrastructure providers instead of relying solely on self‑built data centers. These deals guarantee suppliers revenue and buyers capacity, shifting investment, supply risk, and geopolitical leverage into long contracts and a smaller set of specialized 'neocloud' firms. — This pattern changes where AI investment flows, who controls scarce GPUs and power, and how national and corporate strategies for AI deployment and resilience are formed.