Analyst Notes
MI: RPO and CapEx KPIs indicate state of backlog and demand and supply dynamics for hyperscalers
There continue to be indicators that confirm the intensity of demand levels. ...
Read more...MI: CoreWeave expansion to APAC confirms primacy of land and energy availability, scalability
Neoclouds are at the early stages of global expansion. ...
Read more...MI: Earnings season saw broad-based cloud infrastructure growth acceleration, which flowed through the ecosystem
Read more...WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion
Read more...2Q26 IB: Hyperscale cloud infrastructure growth increasingly a function of available inventory
Read more...2Q26 IB: Silicon diversification strategies intensify
The recent quarter saw hyperscalers intensify silicon diversification strategies. ...
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