Hyperscalers on 67AI Lab

Hyperscalers on 67AI Lab https://67ailab.com/tags/hyperscalers/ Recent content in Hyperscalers on 67AI Lab Hugo en-us Wed, 16 Sep 2026 00:00:00 +0000 Global cloud infrastructure survey, 2025 https://67ailab.com/insights/cloud-infrastructure-survey-2025/ Wed, 16 Sep 2026 00:00:00 +0000 https://67ailab.com/insights/cloud-infrastructure-survey-2025/ <!doctype html> <html lang="en"> <head> <meta charset="utf-8"> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta name="description" content="Data-center footprint, server and accelerator fleets and 2025 financials for AWS, Azure, Google Cloud, Alibaba, Huawei, Oracle, Tencent and CoreWeave — plus an estimate of each provider's data-center power capacity, with every derivation shown."> <title>Global cloud infrastructure survey: 2025 results and capacity estimates</title> <link rel="preconnect" href="https://fonts.googleapis.com"> <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin> <link href="https://fonts.googleapis.com/css2?family=IBM+Plex+Serif:ital,wght@0,400;0,500;0,600;1,400&family=Inter:wght@400;500;600;700;800&display=swap" rel="stylesheet"> <style> /* ---- site palette (67AI Lab house tokens) ---- */ :root{ --bg:#07090d; --bg2:#0b0e14; --panel:#0c1017; --panel2:#0f141d; --text:#f3f6fb; --muted:#9da8b8; --dim:#687486; --line:rgba(255,255,255,.09); --line2:rgba(255,255,255,.16); --off:#65e7ff; /* disclosed by the company */ --off-soft:rgba(101,231,255,.10); --est:#f5bd4f; /* our estimates */ --est-soft:rgba(245,189,79,.13); --accent:#65e7ff; --sans:Inter, ui-sans-serif, system-ui, -apple-system, "Segoe UI", sans-serif; --serif:"IBM Plex Serif", Georgia, "Times New Roman", serif; color-scheme: dark; } *{box-sizing:border-box} html{-webkit-text-size-adjust:100%;scroll-behavior:smooth} body{ margin:0; color:var(--text); background: radial-gradient(circle at 14% 4%, rgba(101,231,255,.10), transparent 32%), radial-gradient(circle at 88% 14%, rgba(245,189,79,.06), transparent 30%), linear-gradient(180deg,var(--bg),var(--bg2) 55%,#080a0f); background-attachment:fixed; font-family:var(--serif);font-size:17px;line-height:1.68; -webkit-font-smoothing:antialiased; } a{color:var(--accent);text-decoration:underline;text-decoration-color:rgba(101,231,255,.38);text-underline-offset:2px} a:hover{text-decoration-color:var(--accent)} strong{font-weight:600;color:#fff} a:focus-visible,summary:focus-visible{outline:2px solid var(--accent);outline-offset:2px;border-radius:2px} img,svg{max-width:100%} .shell{max-width:1180px;margin:0 auto;padding:0 22px 80px;display:grid;grid-template-columns:210px minmax(0,1fr);gap:56px} /* top clears the injected site bar (.ibar, 60px; 54px under 620px) */ .toc{position:sticky;top:80px;align-self:start;font-family:var(--sans);font-size:.88rem;line-height:1.45;padding-top:44px} .toc p{margin:0 0 .6rem;font-weight:700;color:var(--text)} .toc ol{list-style:none;margin:0;padding:0;border-left:1px solid var(--line)} .toc li{margin:0} .toc a{display:block;padding:.34rem 0 .34rem .8rem;color:var(--muted);text-decoration:none;margin-left:-1px;border-left:1px solid transparent} .toc a:hover{color:var(--text);border-left-color:var(--accent)} .toc .new{color:var(--est);font-weight:600} main{min-width:0} main p, main li{max-width:72ch} header.hero{padding:44px 0 8px} h1,h2,h3,h4{font-family:var(--sans);color:var(--text)} h1{font-size:clamp(2rem,4.6vw,3.25rem);line-height:1.04;font-weight:800;letter-spacing:-.035em;margin:0 0 1rem;max-width:20ch} .dek{font-size:1.18rem;line-height:1.55;color:var(--muted);max-width:62ch;margin:0 0 1rem} .edition{font-family:var(--sans);font-size:.9rem;color:var(--dim);margin:0 0 1.6rem} h2{font-size:1.62rem;line-height:1.15;font-weight:750;letter-spacing:-.025em;margin:3.4rem 0 1rem;padding-top:1rem;border-top:2px solid var(--line2);scroll-margin-top:76px} h2 .tag{display:inline-block;vertical-align:middle;margin-left:.5rem;font-size:.72rem;font-weight:650;letter-spacing:.05em;text-transform:uppercase;color:var(--est);background:var(--est-soft);border:1px solid rgba(245,189,79,.3);padding:.16rem .55rem;border-radius:999px} h3{font-size:1.16rem;font-weight:700;letter-spacing:-.015em;margin:2.1rem 0 .5rem;scroll-margin-top:76px} h4{font-size:1rem;font-weight:650;margin:1.4rem 0 .3rem} .key{display:flex;flex-wrap:wrap;gap:.6rem 1.4rem;font-family:var(--sans);font-size:.9rem;color:var(--muted);margin:0 0 1.2rem} .key span{display:inline-flex;align-items:center;gap:.45rem} .sw{display:inline-block;width:26px;height:12px;border-radius:2px} .sw.o{background:var(--off);box-shadow:0 0 12px rgba(101,231,255,.45)} .sw.e{background:repeating-linear-gradient(45deg,var(--est) 0 2px,rgba(245,189,79,.22) 2px 6px);outline:1px solid var(--est)} .off{color:var(--off);font-weight:600} .est{color:var(--est);font-weight:600;text-decoration:underline dotted;text-decoration-thickness:1.5px;text-underline-offset:3px} figure.chart{margin:0 0 1rem;background:var(--panel);border:1px solid var(--line);border-radius:12px;padding:14px 14px 8px} .chart-scroll{overflow-x:auto} .chart-scroll svg{display:block;min-width:620px;width:100%;height:auto} figcaption{font-family:var(--sans);font-size:.84rem;color:var(--dim);line-height:1.45;padding:6px 2px 4px;max-width:90ch} svg .lbl{font-family:var(--sans);font-size:14px;font-weight:700;fill:var(--text)} svg .val{font-family:var(--sans);font-size:12.5px;fill:var(--muted)} svg .ax{font-family:var(--sans);font-size:11.5px;fill:var(--dim)} svg .grid{stroke:var(--line);stroke-width:1} svg .rng{fill:url(#hatch);stroke:var(--est);stroke-width:1.2} svg .mid{stroke:var(--text);stroke-width:3} svg .disc{fill:var(--off)} svg .hatch-bg{fill:rgba(245,189,79,.13)} svg .hatch-ln{stroke:var(--est);stroke-width:2} svg .ldr{stroke:var(--line);stroke-width:1;stroke-dasharray:2 5} svg .dot{fill:var(--text)} svg .dot-hi{fill:var(--off)} svg .rule-hi{stroke:var(--off);stroke-width:2} svg .val-hi{font-family:var(--sans);font-size:12.5px;font-weight:600;fill:var(--off)} .tbl{overflow-x:auto;margin:1.1rem 0 1.4rem;border:1px solid var(--line);border-radius:12px;background:var(--panel)} table{border-collapse:collapse;width:100%;min-width:760px;font-family:var(--sans);font-size:.88rem;line-height:1.5;font-variant-numeric:tabular-nums} .tbl.narrow table{min-width:560px} th,td{text-align:left;vertical-align:top;padding:.6rem .7rem;border-bottom:1px solid var(--line)} td{color:var(--muted)} thead th{font-weight:700;color:var(--text);background:var(--panel2);border-bottom:1px solid var(--line2);position:sticky;top:0} tbody tr:last-child > *{border-bottom:0} tbody th{font-weight:650;color:var(--text)} td.num{white-space:nowrap} tr.total td{font-weight:700;color:var(--text);border-top:1px solid var(--line2)} .calc{font-family:var(--sans);font-size:.93rem;line-height:1.6;color:var(--muted);background:var(--panel);border:1px solid var(--line);border-left:3px solid var(--est);border-radius:10px;padding:.85rem 1.1rem;margin:.9rem 0 1.2rem;max-width:78ch} .calc ol{margin:.2rem 0 0;padding-left:1.3rem} .calc li{margin:.18rem 0;max-width:none} .calc .res{display:block;margin-top:.5rem;font-weight:700;color:var(--text)} .formula{font-family:var(--sans);font-size:1.02rem;background:var(--panel);border:1px solid var(--line);border-radius:10px;padding:.75rem 1.1rem;margin:.7rem 0 1rem;max-width:78ch;overflow-x:auto} .formula var{font-style:italic;color:var(--off)} .small{font-size:.9rem;color:var(--muted)} .callout{border-left:3px solid var(--off);background:var(--off-soft);padding:.85rem 1.1rem;border-radius:10px;margin:1.2rem 0;max-width:78ch} .callout p{margin:.3rem 0} ul.src{font-family:var(--sans);font-size:.86rem;line-height:1.5;color:var(--muted);padding-left:1.1rem} ul.src li{margin:.28rem 0;max-width:none} footer{margin-top:3rem;padding-top:1.2rem;border-top:1px solid var(--line);font-family:var(--sans);font-size:.85rem;color:var(--dim)} @media (max-width:920px){ .shell{grid-template-columns:1fr;gap:0} .toc{position:static;padding-top:24px} .toc ol{display:flex;flex-wrap:wrap;border-left:0;gap:.2rem .9rem} .toc a{padding:.2rem 0;border-left:0;margin:0} header.hero{padding-top:20px} body{font-size:16px} } @media (max-width:620px){h2,h3{scroll-margin-top:70px}} @media (prefers-reduced-motion:reduce){html{scroll-behavior:auto}*{scroll-behavior:auto!important}} </style> </head> <body> <div class="shell"> <nav class="toc" aria-label="Contents"> <p>Contents</p>