Analyst Notes
NVIDIA reports 4Q23 and FY23 results; explosive growth continues, data centre segment data points
Read more...MI: Power constraints taking hyperscalers, operators to alternative sources, secondary markets
The AWS acquisition of Talen Energy’s nuclear-powered data centre campus in Berwick, PA for $6...
Read more...MI: Strategic divestments still happening in telco space, but other frontiers are out there
Read more...MI: More hyperscalers reducing egress fees
The past month saw more hyperscale platforms move to eliminate hated egress fees. ...
Read more...MI: Cloud optimization has died down, but recovering gradually
Organizations continue to take a cautious approach to IT infrastructure spending. ...
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