Posts Tagged ‘hyperscale’
2Q25 IB: Uptake in AI tools, services flowing through ecosystem, driving existing customer growth and raw infrastructure migrations
Read more...2Q25 IB: Neoclouds continue to drive colocation leasing activity
There was more neocloud data centre leasing activity in the recent quarter. ...
Read more...2Q25 IB: Growth in the sector is about to get more uneven and unpredictable
The growth trajectory of the sector has long been steady, incremental and somewhat predictable. ...
Read more...2Q25 IB: Investors continue to acquire, support data centre operating platforms at unprecedented levels
Read more...2Q25 IB: New company formation signs of investor interest and long-term opportunity in hyperscale infrastructure
Read more...2Q25 IB: Hyperscale pullback debate continued, but still no solid evidence of overbuild situation or emerging bubble
Read more...2Q25 IB: Earnings season performance levels driven by virtuous cycle around AI
The 2Q25 earnings season saw upticks in growth rates almost across the board. ...
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