Analyst Notes
Microsoft opens Madrid cloud region, planning big investment in Zaragoza
Microsoft opened its Spain Central cloud infrastructure region based out of Madrid. ...
Read more...Oracle reports 4QFY24 results; Oracle Cloud with strong forward momentum, driving wider business
Read more...M&A, power constraints, GPUs, data centre technology, earnings, cloud, edge nodes
Another busy week saw developments in M&A, more discussion around power constraints, public clo...
Read more...1Q24 IB: Managed public cloud providers seeing positive, negative as stabilization settles in
Read more...1Q24 IB: AI sparking company formation across segments, partnerships for scenarios
Rapidly emerging AI demand has sparked a wave of new company formation. ...
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