Analyst Notes
Equinix reports 3Q23 results; strategy shifting around AI training and inference architecture with a renewed focus on the US market
Read more...Green building out more capacity in Zurich
Switzerland’s Green began construction of two new data centres at its Metro Campus in Zurich. ...
Read more...MI: CDN, edge providers next up with GPU-oriented infrastructure; mixed builds
The surge in AI demand is pushing public cloud platforms to host GPU-based infrastructure. ...
Read more...MI: Realignment in M&A moving to CDN space
Realignment of assets, many of which are legacy in nature, has been a persistent theme in M&A ov...
Read more...MI: Separation in colocation extending to hyperscale colocation space
The data centre sector continues to separate. ...
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