Analyst Notes
Oracle reports 1QFY25 results; cloud growth continues amid supply-demand imbalance, infrastructure expanding
Read more...2Q24 IB: Separation emerging fast between data centre infrastructure for traditional cloud and AI
Read more...2Q24 IB: Hyperscale self-builds continue across emerging regions
Hyperscale self-builds continue to gain momentum. ...
Read more...2Q24 IB: Demand driving new requirements, financing to procure power and ensure ability to deliver
Read more...2Q24 IB: Stabilization carries over and still holding amid shifting conditions, emerging positive signs
The stabilization we have seen emerge in the last several quarters carried over into 2Q24. ...
Read more...2Q24 IB: Cloud node expansion slower in recent quarter
Cloud node expansion slower in recent quarter. ...
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