1Q25 IB: Pauses in data centre builds not likely to be correlated to demand and supply dynamics June 6, 2025 Philbert Shih The rise of bearish sentiment towards the hyperscale and data centre sector has made every data poin... Read more...
1Q25 IB: Executive Summary June 6, 2025 Philbert Shih The first quarter of the year was an eventful one to say the least. Bearish sentiment emerged as the... Read more...