27 February 2026 | 1:54PM EST Equity Research Americas Technology: Hardware: Expert Network Series: Data Center Strategy for Hyperscalers and AI We hosted an investor meeting with Mark Monroe, former Principal Engineer of Data Center Technology at Microsoft, on February 27th, 2026 as part of our Expert Network Series to discuss current trends impacting the data center and AI infrastructure market. Bottom line: (1) Hyperscalers continue to prefer self-build to best optimize for cost and control, but accelera ...