Analyst Notes
Crown Hosting Data Centres wins Bank of England contract
The UK’s Crown Hosting Data Centres, a JV between Ark Data Centres and the government’s Cabinet ...
Read more...MI: Hyperscale CapEx set to increase in 2024 and beyond
CapEx spending is going up across the board for hyperscale platforms. ...
Read more...MI: M&A transactions more oriented around capabilities than scale
The M&A landscape is still relatively quiet, compared to historical trends, but there were a num...
Read more...MI: GPU cloud providers raising more capital to fund infrastructure build-out
GPU cloud providers continue to raise capital amid unprecedented demand. ...
Read more...