Analyst Notes
2Q24 IB: Separation emerging fast between data centre infrastructure for traditional cloud and AI
Read more...2Q24 IB: Hyperscale self-builds continue across emerging regions
Hyperscale self-builds continue to gain momentum. ...
Read more...2Q24 IB: Demand driving new requirements, financing to procure power and ensure ability to deliver
Read more...2Q24 IB: Stabilization carries over and still holding amid shifting conditions, emerging positive signs
The stabilization we have seen emerge in the last several quarters carried over into 2Q24. ...
Read more...2Q24 IB: Cloud node expansion slower in recent quarter
Cloud node expansion slower in recent quarter. ...
Read more...2Q24 IB: Capacity constraints creating challenges around meeting demand
Capacity constraints have emerged as an inhibitor to growth as AI demand surges. ...
Read more...2Q24 IB: Specialization and focus driving new service offerings around verticals, compliance
Cloud and managed infrastructure services continue to see increased specialization and focus. ...
Read more...2Q24 IB: AI driving public cloud uptake
AI continues to be an increasingly important driver of public cloud adoption. ...
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