Data Centers & the US Power Grid: Insights from EPRI’s 2024 White Paper
Everyone’s talking about the explosive growth of data centers — but what are the implications for the industry and the […]
Research
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
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