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AI Infrastructure Ecosystem

Before any of the technology makes sense, it helps to know who is actually in the room. An AI data centre is not built by one company. A typical deployment involves an organisation that sells the compute, a different one that owns the building, several that manufacture the hardware, and at least one that assembles all of it into something that works. They have different commercial incentives, different timescales, and different definitions of "done".

This chapter uses a four-tier model to introduce them. Treat it as a way in, not as a classification to defend: several major companies sit in more than one tier, and the explorer below shows how the relationships actually run.

Ecosystem explorer

Demand

AI customers and AI workloads

  1. Tier 1

    Hyperscalers & GPU-cloud providers

    Operate compute platforms and sell AI infrastructure as a service.

    Hyperscale cloudSpecialist GPU / AI cloudSovereign AI cloud

    Amazon Web Services · Microsoft Azure · Google Cloud · Oracle Cloud Infrastructure · CoreWeave · Nscale · Nebius · +5 more

  2. Tier 2

    Data-centre developers & operators

    Build and run the buildings, power and cooling the compute sits in.

    Colocation & interconnectionWholesale & build-to-suit developerRenewable-powered colocationAI/HPC-specialist colocationEnergy-led campus developer

    Equinix · Digital Realty · Vantage Data Centers · STACK Infrastructure · QTS · CyrusOne · Bulk Infrastructure · +8 more

  3. Tier 3

    Infrastructure technology vendors

    Design and manufacture the silicon, systems, fabric, storage and plant.

    Accelerators & processorsServers & rack systemsNetworking & siliconPower, cooling & facilityStorage

    NVIDIA · AMD · Dell Technologies · Hewlett Packard Enterprise · Lenovo · Supermicro · Broadcom · +10 more

  4. Tier 4

    Systems integrators & specialists

    Turn products into a working, commissioned, supported cluster.

    Systems integration & services

    World Wide Technology · CDW · Computacenter

This stack is an educational simplification: in practice many companies span more than one tier, and the relationships do not run in one direction.