hyperscalers have established a strong competitive advantage in the AI infrastructure market through their specialized hardware, extensive data and computing resources, and continuous innovation, making them the preferred choice for companies seeking to leverage AI and machine learning technologies
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Hyperscalers
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Telcos are very attractive partners to hyperscalers, and it is not uncommon to see operators partner with multiple cloud vendors. Expect to see much more revenue sharing, joint GTM, and marketing as 5G becomes reality in late 2021.