Analyst Notes
MI: Higher and higher stakes lead to overreactions about shifts in landscape, market developments
Read more...MI: Infrastructure uptake from AI inferencing workloads picking up
The sector continues to see momentum on the AI inferencing side of the game. ...
Read more...MI: Recent M&A activity signals shifts in infrastructure service lines, investment strategy
The past month saw M&A activity that highlights certain shifts in the market. ...
Read more...MI: Hyperscale CapEx investments continue to climb aggressively
The volume of CapEx investments being made by hyperscalers continues to climb. ...
Read more...Japan Display looking to convert display manufacturing site in Tokyo into AI data centre
Read more...QuadReal increases investment in T5; Chicago to be site for first large campus build of over 1GW
Canada’s QuadReal Property Group made an additional investment in T5 Data Centers to fund its ...
Read more...