Analyst Notes
1Q25 IB: Oracle Cloud growing aggressively behind multiple drivers
Oracle Cloud continues to grow aggressively at rates over 50% y/y. Why is this happening? ...
Read more...1Q25 IB: Master-planned data centre segment expanding even as more overlap with other segments of colocation business arises
Read more...1Q25 IB: Hyperscale CapEx levels to remain as projected, with some adjustments for global trade issues
Read more...1Q25 IB: Edge-hyperscale can complement and be the answer to self-build
The hyperscale self-build continues to be a challenge to data centre colocation operators. ...
Read more...1Q25 IB: AI adoption continues to drive public cloud growth
Public cloud infrastructure growth continues to be propelled by uptake in AI tools and services. ...
Read more...