Author Archive
4Q23 IB: Hyperscale CapEx on the rise and driving TAM for data centres
Hyperscale CapEx continues to be on the rise after some retrenchment over the last year or so. ...
Read more...4Q23 IB: Constraints intensifying and giving rise to master-planned data centre campus model
Read more...4Q23 IB: Managed public cloud benefitting from emerging AI tools
Managed public cloud providers are building out new offerings focused on the AI opportunity. ...
Read more...NEC Corporation reported to be evaluating divestment of data centres
Japan’s NEC Corporation is reported by multiple media outlets to be considering a sale of its ...
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