4Q23 IB: Hyperscale CapEx on the rise and driving TAM for data centres - Structure Research | Cloud, Hosting & Data CentresStructure Research | Cloud, Hosting & Data Centres

4Q23 IB: Hyperscale CapEx on the rise and driving TAM for data centres

March 22, 2024
Analyst: Philbert Shih

Hyperscale CapEx continues to be on the rise after some retrenchment over the last year or so.

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