Analyst Notes
3Q24 IB: Hyperscale self-builds continue to proliferate, but not the only solution in a dynamic development process
Hyperscale self-builds continue to proliferate across the sector. ...
Read more...3Q24 IB: Managed public cloud getting more verticalized
Managed public cloud services continue to evolve. ...
Read more...3Q24 IB: Hyperscale data centre pre-development gaining more steam
There was more momentum in the pre-development of hyperscale data centres. ...
Read more...3Q24 IB: Edge-hyperscale demand rising as operators move away from traditional wholesale colocation
Data centre colocation operators continue to see momentum in the edge-hyperscale segment. ...
Read more...3Q24 IB: Enterprise AI deployments emerging and moving beyond POC
Enterprise AI deployments are emerging in the pipeline and starting to go live. ...
Read more...3Q24 IB: Legacy services continue decline; offsetting efficiency is the key
Legacy services across the sector continue to perform sluggishly. ...
Read more...3Q24 IB: Hyperscale CapEx shows no signs of slowing down
Hyperscale CapEx numbers continued to rise during the quarter. ...
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