What’s interesting is in the past 5-10y the technology to run your own smaller dc (on the order of few dozens of racks) had become extremely commoditized. You can buy 100G switches for pennies now and every piece of software has a high quality open source version down to bmc level. I believe we’ll see a reverse trend for established SV companies in the next 10 years
But at the same time "established SV companies" are already paying so much for labor costs that probably they don't want to hire anyone to run a DC for them.
Just task their existing staff to “run the dc”. Way easier to figure this out than grinding leetcodes if you ask me. Also you can rent pretty much everything in that chain these days so your existing “infra engs” can manage soft layer while you outsource all the management of hardware and below.