Analyst Notes
4Q25 IB: Demand and supply imbalance, RPO levels continue to persist
The fact that demand continues to outpace supply remains unchanged. ...
Read more...4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand
AI platforms continue to show aggressive growth rates. ...
Read more...4Q25 IB: Cloud infrastructure platforms suffer outages
There were a few outages of note in the 4Q25 period. ...
Read more...4Q25 IB: Major data centre builds come online and signal demand, scale of AI
The recent quarter saw a few major AI data centre projects come online. ...
Read more...4Q25 IB: Data centre delivery timelines still in the realm of unreasonable for some, but correction is coming
Read more...4Q25 IB: M&A activity saw uptick with hyperscale, technology and computing infrastructure deals
M&A activity has picked up pace in recent months. ...
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