Chinese Internet Data Centre Sector_Chart of the day_ how to convert hyperscalers' capex to IDC EBITDA_
2025-02-28 05:14
ab 25 February 2025 Global Research Chinese Internet Data Centre Sector Chart of the day: how to convert hyperscalers' capex to IDC EBITDA? A simplified calculation shows incremental IDC EBITDA is at least 3% of hyperscaler's capex The top question we received from investors is how to convert hyperscalers' server capex to data center orders in MW or incremental EBITDA. In reality, this is very difficult to calculate as too many assumptions are involved which can result in a wide range of calculation result ...