AI data-center operators are winning unusually favorable terms from Microsoft, Google and other cloud giants, as the rush to switch on Nvidia-powered server racks flips a negotiating dynamic the hyperscalers have controlled for years. The Information reported this week that landlords running Nvidia-equipped capacity — firms such as CoreWeave, Nebius and Nscale — are now able to push back on the strict service guarantees, aggressive payment terms and pricing that cloud providers historically dictated, simply because tenants need racks turned on faster than new capacity can be built.
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