Analyst Notes
4Q23 IB: Webscale cloud providers adding PaaS for critical source of growth
Webscale and other independent cloud providers continue to push into PaaS. ...
Read more...4Q23 IB: Dedicated AI data centre builds emerging; distance implications
AI continues to drive a rethink of hyperscale data centre deployments and builds. ...
Read more...4Q23 IB: Managed public cloud getting more targeted
Managed public cloud offerings continue to evolve and become more targeted. ...
Read more...4Q23 IB: CoreWeave, ByteDance’s TikTok consuming in multi-MW increments
CoreWeave and TikTok are leasing data centre colocation capacity in multi-MW increments. ...
Read more...4Q23 IB: Few if any hyperscale outages, but colocation data centres had challenges
The hyperscalers seem to have avoided any significant outages during the recent quarter. ...
Read more...4Q23 IB: Hyperscale CapEx on the rise and driving TAM for data centres
Hyperscale CapEx continues to be on the rise after some retrenchment over the last year or so. ...
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