Source: The Register
The strategic co-location of Microsoft, OpenAI, and Oracle at a single hyperscale facility powered by dedicated on-site generation signals that AI infrastructure is becoming a vertically integrated utility—where compute, power, and data ownership are inseparable assets rather than fungible cloud services, forcing a fundamental shift from cloud abstraction back toward proprietary data sovereignty. This represents not just a technical trend but an architectural reset: the winners in AI won’t be those renting compute, but those controlling the entire stack from electrons to models.