Analyst Notes
Ada Infrastructure brings on new leadership changes
Ada Infrastructure named Justin Thomas as the company’s new head of North America and CTO. ...
Read more...Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace
Read more...Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure
Read more...WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds
Read more...MI: Nuclear energy continues with momentum as Meta expands investment, partnerships
Nuclear energy continues to see momentum in the sector. ...
Read more...MI: M&A oriented to technology, capabilities continues and adds raw resources to list
During the past month, we picked up coverage of a number of M&A transactions that were disclose...
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