Posts Tagged ‘hyperscale’
1Q26 IB: Hyperscale CapEx commitments continue to climb amid rising demand; CapEx mix shifting
US hyperscale CapEx continues to be on the rise. ...
Read more...1Q26 IB: M&A used for market entry, expanding of data centre capabilities amid continued strong interest in hyperscale operating platforms
There was meaningful M&A activity in the past quarter and we have comprehensive summaries and a...
Read more...1Q26 IB: AI models continue growing at aggressive pace
OpenAI and Anthropic continue to show aggressive growth rates. ...
Read more...1Q26 IB: Liquid cooling in planning stages mostly, but starting to go live
Liquid cooling environments are starting to come online. ...
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