Analyst Notes
WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity
Read more...1Q26 IB: Meta, NVIDIA made moves, but not yet in hyperscale cloud infrastructure delivery game
Read more...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. ...
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