MI: Demand profile across sector showing more movement in positive direction October 4, 2024 Philbert Shih The demand profile for the sector continues to push forward, though there are some different dynamic... Read more...
MI: Hyperscalers investing heavily in public cloud infrastructure; still the main driver October 4, 2024 Philbert Shih Sometimes lost amid the conversation around AI is the simple fact that hyperscale public cloud is st... Read more...
MI: Demand is opening the door to more opportunity and aspirational activity October 4, 2024 Philbert Shih There is clearly no shortage of interest in the sector these days and the increased constraints on p... Read more...
MI: New company formation continues; interest in both build in operate and pre-development from real estate, energy October 4, 2024 Philbert Shih New company formation is increasingly common these days as the sector continues to grow and expand, ... Read more...
MI: Writer’s strike having impact on infrastructure September 1, 2023 Philbert Shih The writer’s strike in Hollywood is having an impact on infrastructure. ... Read more...
