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This paper explores the next phase of cloud competition as hyperscalers race to secure compute, power, networking, data centers, chips, and sovereign AI relationships. The paper argues that the cloud wars are no longer only about software platforms and enterprise workloads. They are becoming an infrastructure arms race defined by capital intensity, physical capacity, energy access, and geopolitical alignment.
This paper explores the next phase of cloud competition as hyperscalers race to secure compute, power, networking, data centers, chips, and sovereign AI relationships. The paper argues that the cloud wars are no longer only about software platforms and enterprise workloads. They are becoming an infrastructure arms race defined by capital intensity, physical capacity, energy access, and geopolitical alignment.