Catalog · Hyperscaler Activity

Build-vs-Lease & Capacity Geography

What’s inside

1. Module 1

   The Build-or-Lease Decision

   • Owned Build, Wholesale Lease, or Colocation · 3 min · narrated
   • Reading the Mix in Practice · 3 min · narrated
   • Module review

2. Module 2

   Self-Build Economics vs Speed-to-Market

   • The Economics of Owning · 3 min · narrated
   • The Value of Speed · 3 min · narrated
   • Module review

3. Module 3

   Regions and Availability Zones as Demand Signals

   • How Cloud Regions and Zones Work · 3 min · narrated
   • Reading Expansion as a Forward Map · 3 min · narrated
   • Module review

4. Module 4

   Capacity Geography and the Next Wave

   • Why Capacity Concentrates Where It Does · 3 min · narrated
   • Following the Constraints to the Next Wave · 3 min · narrated
   • Module review