AI Labs Pull Infrastructure In-House
Frontier labs keep moving storage, networking and serving layers in-house from their cloud providers, shifting margin from hyperscaler managed services to hardware suppliers and the labs themselves.
forming · confidence 40 · Emerging (watchlist) · tracking since October 25, 2026 · updated October 25, 2026
Why the conviction moved
- Oct 25Strengthened +3
OpenAI's in-house storage platform Habitat now holds more than 500 petabytes and serves 70 million requests a second across about 40 regions for ChatGPT and Codex. It grew more than tenfold in a year and is planned for exabyte scale, taking a core managed-service layer away from cloud providers.
Source trail
Supporting · October 25, 2026
OpenAI's in-house storage platform passes 500 petabytes and 70 million requests a second as the company plans for exabyte scale
OpenAI's in-house storage platform Habitat now holds more than 500 petabytes and serves 70 million requests a second across about 40 regions for ChatGPT and Codex. It grew more than tenfold in a year and is planned for exabyte scale, taking a core managed-service layer away from cloud providers.
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