Analyst Notes
2Q25 IB: Growth in the sector is about to get more uneven and unpredictable
The growth trajectory of the sector has long been steady, incremental and somewhat predictable. ...
Read more...2Q25 IB: Investors continue to acquire, support data centre operating platforms at unprecedented levels
Read more...2Q25 IB: New company formation signs of investor interest and long-term opportunity in hyperscale infrastructure
Read more...2Q25 IB: Hyperscale pullback debate continued, but still no solid evidence of overbuild situation or emerging bubble
Read more...2Q25 IB: Overflow capacity draw to clouds by OpEx, supply chain redundancy
There continue to be overflow capacity requirements on the hunt for GPU cloud infrastructure. ...
Read more...2Q25 IB: Earnings season performance levels driven by virtuous cycle around AI
The 2Q25 earnings season saw upticks in growth rates almost across the board. ...
Read more...2Q25 IB: Supply and demand imbalance marker of healthy demand profile, supply constraints
Read more...QTS breaks ground on data centre campus in Cedar Rapids, Iowa
QTS Data Centers broke ground on its new data centre campus in Cedar Rapids, Iowa. ...
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