Analyst Notes
Core Scientific reports 3Q24 results with HPC and infrastructure data points; transition to data centre colocation ongoing
Read more...Equinix issues €1.15b in green bonds
Equinix issued an additional €1.15b in green bonds. ...
Read more...WSS: Earnings season and expansions indicators for sector health; legacy and next-gen dynamic continues to play out
Read more...3Q24 IB: Hyperscale self-builds continue to proliferate, but not the only solution in a dynamic development process
Hyperscale self-builds continue to proliferate across the sector. ...
Read more...3Q24 IB: Managed public cloud getting more verticalized
Managed public cloud services continue to evolve. ...
Read more...3Q24 IB: Hyperscale data centre pre-development gaining more steam
There was more momentum in the pre-development of hyperscale data centres. ...
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