Analyst Notes
WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel
Read more...MI: Evolution of data centre business model continues to slant in direction of pre-development value chain
There continues to be evolution in the data centre colocation business model. ...
Read more...MI: Neoclouds using colocation, hyperscalers overflowing to neoclouds in pursuit of GPU capacity
Read more...MI: M&A activity reflects strategic shifts to AI
The past month saw notable M&A activity that reflects the strategic moves both operators and ve...
Read more...MI: Hyperscalers kick off earnings season and see cloud infrastructure growth acceleration as other KPIs underscore momentum
Read more...Duke Energy adds more data centre, hyperscale energy commitments
Duke Energy shared data points about data centre demand in its 4Q25 results. ...
Read more...Vantage Data Centers secures $2.4b in debt financing
Vantage Data Centers has secured a $2.4b debt facility arranged by Ares Management. ...
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