2Q24 IB: Existing customer growth dynamics continue shifting September 13, 2024 Philbert Shih Existing customer expansion has been a key driver of revenue growth. ... Read more...
2Q24 IB: CapEx outlays from hyperscalers elevating, but not an over-investment September 13, 2024 Philbert Shih CapEx numbers increased significantly in the recent quarter as hyperscale platforms continue to inve... Read more...
2Q24 IB: Executive movement continues; hiring diversifying September 13, 2024 Philbert Shih There continues to be significant hiring activity across the sector. ... Read more...
