Analyst Notes
4Q23 IB: Managed public cloud getting more targeted
Managed public cloud offerings continue to evolve and become more targeted. ...
Read more...4Q23 IB: CoreWeave, ByteDance’s TikTok consuming in multi-MW increments
CoreWeave and TikTok are leasing data centre colocation capacity in multi-MW increments. ...
Read more...4Q23 IB: Few if any hyperscale outages, but colocation data centres had challenges
The hyperscalers seem to have avoided any significant outages during the recent quarter. ...
Read more...4Q23 IB: Hyperscale CapEx on the rise and driving TAM for data centres
Hyperscale CapEx continues to be on the rise after some retrenchment over the last year or so. ...
Read more...4Q23 IB: Constraints intensifying and giving rise to master-planned data centre campus model
Read more...4Q23 IB: Managed public cloud benefitting from emerging AI tools
Managed public cloud providers are building out new offerings focused on the AI opportunity. ...
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