Even the largest cloud providers must lease capacity from physical rivals to bridge infrastructure bottlenecks.
The physical constraints of data center construction force major cloud tech companies to rent massive computing footprints directly from their hardware-rich competitors.
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Meta relied on leasing computing footprint directly from its cloud rival Google, which failed to meet its massive operational scale requirements.
Physical scale bottlenecks force even dominant data infrastructure giants to lease GPU capacity from physical competitors to meet short-term demand.
Surging enterprise demand for agents forced Google to bridge its bottleneck by subleasing heavy custom GPU infrastructure directly from rival hardware platforms.