MI: RPO and CapEx KPIs indicate state of backlog and demand and supply dynamics for hyperscalers - Structure Research | Global Digital Infrastructure Market IntelligenceStructure Research | Global Digital Infrastructure Market Intelligence

MI: RPO and CapEx KPIs indicate state of backlog and demand and supply dynamics for hyperscalers

August 31, 2026
Analyst: Philbert Shih

There continue to be indicators that confirm the intensity of demand levels.

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