Analyst Notes
MI: More signs of stabilization and moving closer to a bottom
Last month, we mentioned the stabilization emerging across the sector. ...
Read more...MI: Webscale providers engaged in technology acquisition
Technology acquisitions continue to be a part of the M&A landscape, but hyperscalers have been q...
Read more...MI: Pricing has been pushing overall top-line numbers, but underlying KPIs have been healthy
It is clear that pricing has contributed some uplift to the sector’s overall growth numbers. ...
Read more...MI: AI locations to build out in combination of first and second tier, overflow markets
Where are the hubs going to be for AI infrastructure? ...
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