Google's years of aggressive internal data center buildout have still not been sufficient to meet customer demand, indicating sustained and growing infrastructure needs
Too little corroboration in the last 3 days to call a trend (3 articles). Watching for it to gain traction.
"Google has cut nearly $50 million off its existing annual contract worth $200 million with HCLTech...This was a part of a larger cost efficiency programme for Google, wherein it has taken similar measures with multiple IT services partners to repurpose budgets for AI-focused spends"
"Google has just announced a strategy for using water more responsibly: 'how we build is just as important as what we build,' Google says... the company is going to invest hundreds of millions of dollars into water infrastructure, to make sure areas where data centers are located are kept well supplied."
"years of aggressive internal buildout have still not been enough to keep pace with what customers are asking for"