Analyst Notes
MI: More hyperscale consumption of cloud infrastructure in overflow scenarios
Hyperscale and neocloud platforms continue to overflow to cloud infrastructure platforms. ...
Read more...MI: Stargate data centre builds picking up pace in wake of landmark OpenAI, Oracle Cloud infrastructure deal
Read more...MI: Neocloud data centre expansion activity shows no signs of slowing down
Neocloud infrastructure expansion activity continued to accelerate over the past month. ...
Read more...MI: Hyperscalers looking to work more closely with cryptocurrency with resource pipelines, expertise
Read more...MI: Hyperscalers opting for external capital resources to fund CapEx for data centre builds
Read more...Goodman acquires land in Silicon Valley for data centre development
Goodman Group acquired a 45.8-acre property in San Jose, California. ...
Read more...