Analyst Notes
AWS applies for new London self-build
AWS filed for planning permission for a data centre in the Iver submarket of London. ...
Read more...iomart Group issues 1HFY26 trading update; acquisition-led revenue growth, lower margins
Read more...WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward
Read more...MI: More hyperscale consumption of cloud infrastructure in overflow scenarios
Hyperscale and neocloud platforms continue to overflow to cloud infrastructure platforms. ...
Read more...MI: Stargate data centre builds picking up pace in wake of landmark OpenAI, Oracle Cloud infrastructure deal
Read more...MI: Neocloud data centre expansion activity shows no signs of slowing down
Neocloud infrastructure expansion activity continued to accelerate over the past month. ...
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