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.
You’ll get an explanation of why hyperscalers and colocation providers behave differently despite similar technical capabilities. You’ll understand how business intent, scale discipline, standardization, and risk tolerance shape siting and energy decisions. The report clarifies why hyperscalers deliberately avoid flexibility that appears economically attractive and why colocation platforms are positioned to exploit it.