# 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.

- Conviction: 40 / 100 (forming)
- Horizon: Emerging (watchlist)
- Tracking since: 2026-10-25T00:00:00.000Z
- Last updated: 2026-10-25T06:47:13.217Z
- Canonical: https://polylog.news/ai/trends/ai-labs-vertically-integrate-infrastructure
- Publisher: Polylog

## Recent evidence

- [confirms] OpenAI's in-house storage platform passes 500 petabytes and 70 million requests a second as the company plans for exabyte scale (2026-10-25): 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.