Analyst Notes
Meta reports 3Q24 results; CapEx continues to climb, driven by servers, GPUs
Meta reported its 3Q24 results, which provided more insights into its CapEx investment levels. ...
Read more...Akamai reports 3Q24 results; compute continues to be driver as business takes steps in long-term transition
Read more...Keppel shares plans for doubling data centre capacity
Singapore’s Keppel recently reported its earnings results, which detailed plans to nearly doub...
Read more...WSS: Earnings season reveals data points, KPIs, pointing to growth, accelerated investment in infrastructure amid strong demand signals
Earnings season is in full swing and the results coming from the sector’s bellwether companie...
Read more...Lightedge to elevate COO to CEO role
Lightedge confirmed that Rob Carter will take over as CEO. ...
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