Power first strategy: How KKR, Blackrock are helping CyrusOne conquer market share one market at a time
Having recently joined CyrusOne in June of last year, what attracted you to the company at this moment of its evolution? What drew me to ...
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Micron earnings offer the latest test of AI’s memory supercycle
High bandwidth memory pricing has become yet another bottleneck for the AI infrastructure industry to deal with. In this week's edition of The Week Ahead, we examine Micron's earnings report, scheduled for June 24, to look for clues on how this cycle plays out.
By Jack Haddon
Deputy Editor, The Tech Capital
4 Mins
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As we approach the halfway point of 2026, capital spending on AI Infrastructure shows no signs of slowing. But how far those capex dollars are going is starting to change.
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Jack Haddon
Deputy Editor, The Tech Capital
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