🚨 WARNING: Up to 80% of independent AI cloud operators could face bankruptcy or consolidation.
Gartner’s projection is stark.
Dan Niles warns of a “huge wave of bankruptcies” as AI overinvestment leaves smaller providers buried in debt and excess capacity.
The survivors?
Microsoft, Google, and Amazon are expected to emerge as the biggest winners.
The AI infrastructure boom is already entering its shakeout phase.
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