> I guess I’d assumed this sort of thing would be allocated dynamically At the scale of a hyperscaler I think Alibaba is the one that would be doing that. AWS,

> I guess I’d assumed this sort of thing would be allocated dynamically At the scale of a hyperscaler I think Alibaba is the one that would be doing that. AWS, Azure and I assume Alibaba do lease/rent data centers, but someone has to own the servers / GPU racks. I know there are specialized companies like nscale (and more further down the chain) in the mix, but I always assumed they only lease out fixed capacity.