Why Flexibility Is a Feature for Colocation and a Bug for Hyperscalers

Hyperscalers and colocation providers often share similar technical capabilities, yet behave very differently.

This report explains why. It focuses on business intent rather than engineering capacity, showing how scale discipline, standardization, risk tolerance, and procurement logic shape siting and energy decisions. You’ll see why hyperscalers deliberately avoid flexibility that looks economically attractive, and why colocation providers are positioned to exploit that same flexibility.

If you’ve assumed that hyperscalers and colocation platforms are converging strategically, this report explains where and why that assumption fails.