Analyst Notes
1Q24 IB: Cloud infrastructure expansion global, pushing further to edge
Hyperscale cloud platforms continue to expand globally and get further out to the edge. ...
Read more...1Q24 IB: GPU cloud providers raising more capital
GPU cloud providers continue to raise capital to support growth and expansion. ...
Read more...1Q24 IB: Broadcom revamp of VMware channel creating challenges with ramifications for landscape
Broadcom’s revamp of the VMware channel partner program has caused controversy in the infrastr...
Read more...1Q24 IB: Master-planned data centre parks continue to take on pre-development
Master-planned data centre parks continue to build their value proposition. ...
Read more...1Q24 IB: More executive changes in 1Q24
There was again a large volume of executive movement in the recent quarter. ...
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