Analyst Notes
4Q23 IB: Overflow markets to serve both hyperscale expansion and AI
Infrastructure requirements continue to expand outside of major metros. ...
Read more...4Q23 IB: Stabilization of sector continues as more favourable conditions start to emerge
Read more...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...