美洲数据中心 - 从近期超大规模数据中心运营商财报评论中解读对我们覆盖领域的影响-Americas Data Centers_ Read-through to our coverage from recent hyperscaler earnings commentary

4 August 2025 | 5:00AM EDT Americas Data Centers: Read-through to our coverage from recent hyperscaler earnings commentary Overview: Following 2Q25 earnings reports from the largest hyperscale/cloud providers, we review datapoints from the quarter and implications for our datacenter coverage. Summary of datapoints: Our hyperscaler CapEx rollup suggests that our analysts' expectations for CapEx (a large portion of which is tied to computing and datacenter infrastructure, including GPUs) have increased at an ...