Analyst Notes
WSS: Fake data centres emerging, underscoring the importance of credible operating expertise, experience
Read more...MI: Growth and demand driving resource gathering, valuations
Demand across the ecosystem continues to push activity in the lending and capital markets. ...
Read more...MI: Energy companies continue to become critical part of landscape, investment targets
The past month saw more activity from the energy side of the game. ...
Read more...MI: M&A in managed infrastructure space sees shift in buying landscape
It was a somewhat quiet month in M&A, but there were a few notable transactions in the managed i...
Read more...MI: Greece emerging as gateway market; connectivity followed by compute infrastructure
The past month saw momentum start to pick up in the emerging market in Greece. ...
Read more...MI: Earnings season tail end shows more steadiness for sector
The tail end of earnings season continued to show overall sector steadiness. ...
Read more...Is NVIDIA going to be the next hyperscale public cloud?
NVIDIA’s recent earnings call included some data points about its software, service and suppor...
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