Analyst Notes
1Q26 IB: Executives hires at hyperscalers notable for compute infrastructure emphasis
The past quarter saw more movement in executive circles. ...
Read more...1Q26 IB: More to the story of OpenAI walking away from expansion options; hyperscale demand taking up options quickly
OpenAI has walked away from a few options to expand its infrastructure build-out. ...
Read more...1Q26 IB: Demand continues to outpace supply, but there is the question of how top-heavy the demand is
Demand continues to outpace supply in the hyperscale segment. ...
Read more...1Q26 IB: Hyperscale CapEx commitments continue to climb amid rising demand; CapEx mix shifting
US hyperscale CapEx continues to be on the rise. ...
Read more...1Q26 IB: M&A used for market entry, expanding of data centre capabilities amid continued strong interest in hyperscale operating platforms
There was meaningful M&A activity in the past quarter and we have comprehensive summaries and a...
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