Analyst Notes
MI: Hyperscalers continue to build out infrastructure on global basis; non-traditional locations and dedicated AI builds
Read more...MI: Fluidstack builds out data centre capacity with another large lease, raising capital; rapid pace of development
Neocloud Fluidstack was again very active in the past month. ...
Read more...MI: Neoclouds continues to gravitate to self-building data centres, though still large colo users
Neoclouds have been gradually making the shift to self-build strategies. ...
Read more...MI: Stargate headed to APAC region; procuring infrastructure capacity directly
The Stargate initiative driving OpenAI’s infrastructure build-out is in the early stages of ex...
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