One has to wonder how much edge computing demand will be shaped by a relatively few hyperscale app providers, as cloud computing as a service has itself been dominated by a relative handful of hyperscale suppliers.
In other words, might the primary tenants of most edge computing sites be Amazon Web Services, Google and Microsoft, for example?
There are precedents. Data center business models can use either retail or wholesale models. But one salient difference is that some wholesale data center business plans are built on the assumption that there are a handful of potential customers, namely the hyperscale app providers.
That is not to deny that larger enterprises might be tenants at many wholesale data centers. It is to say that the anchor tenants will be a small number of hyperscalers.
New wholesale data center investments will be significant in Asia, for example. That suggests sites will primarily be designed to serve the interests of a handful of hyperscalers.
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