As of mid-2023, the hyperscalers analyzed operated 926 major data centers globally, with plans to open 427 more.

Source: https://www.itworldcanada.com/article/hashtag-trending-oct-23-major-corporations-announce-tech-layoffs-it-contractors-have-covertly-funnelled-millions-of-u-s-dollars-to-north-korea-ibm-and-aws-have-expanded-their-partnership/550498

But inference generally requires less performance, he explained, and the hyperscalers see a way to also impact the inference needs of their customers with customized silicon.

Source: https://venturebeat.com/ai/new-microsoft-ai-chip-no-threat-to-nvidia-but-growing-llm-needs-drive-custom-silicon/

Heightened demand trends also benefit semiconductor makers serving cloud hyperscalers with other products related to AI infrastructure deployment.

Source: https://seekingalpha.com/article/4614249-investment-implications-of-generative-ai?source=feed_all_articles

I think as you see on the hyperscalers, there's just a lot of -- there's a lot of scrutiny around anything related to the cloud narrative at the moment.

Source: https://seekingalpha.com/article/4610139-hashicorp-inc-hcp-q1-2024-earnings-call-transcript?source=feed_all_articles

These products enable hyperscalers to interconnect many AI efficiently compute engines, facilitating real-time synchronization and exchange of data.

Source: https://investorplace.com/2023/09/strong-buy-alert-3-tech-stocks-practically-screaming-buy-me-now/