Analyst Notes
Global Switch to host NVIDIA Blackwell deployment in Paris
Global Switch has been selected to host what it describes as one of Europe’s largest NVIDIA Bl...
Read more...MI: Silicon providers moving into direct cloud service delivery
The competitive landscape for neoclouds continues to diversify. ...
Read more...MI: Neoclouds continue to drive colocation leasing as growth spreads across the category
Read more...MI: Prices for GPU-based cloud services see pricing integrity amid strong demand profile
GPU-based compute infrastructure continues to see pricing integrity as demand outpaces supply. ...
Read more...MI: New company formation continues and is increasingly diverse
The past month saw more new company formation. ...
Read more...Nscale IPO filing reveals revenue, customer, capacity details
Nscale filed for a potential IPO on the NYSE. ...
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