Digital Realty Trust Q324 Earnings: One Whale, Two Tales
We’re in the throes of third-quarter earnings season for the digital infrastructure space, and watching results closely for trends in […]
Research
Citi Q324 CIO Survey: Mixed Global IT Budget Outlook
The OCOLO team is thrilled to have access to Citi‘s CitiVelocity research portal, where Citi‘s brilliant research and strategy team
AI Capex – Where’s the Spending? Where Are the Returns?
The folks at Visual Capitalist are out with a new infographic today addressing the impact of AI spending on a
From the Citi Banking, Capital Markets & Advisory Data Centers Coverage Team: Jam-Packed September Capped a Roaring YTD
The Citi Banking, Capital Markets & Advisory Global Communications Team is out with their September 2024 Data Center Market Update
Are Hyperscalers Overinvesting in AI?
Recently, the murmurings have been getting louder that the massive sums that hyperscalers are plowing into AI capex not only
CBRE North America Data Center Trends H1 2024 – More Proof That Cloud & AI Providers Drive Demand
The smart folks from the CBRE Intelligent Investment Research Team are out with their North America Data Center Trends H1