Technology

Report by Sales Pulse Research

1) Data centre operators are running out of space, pre-selling new space and in some cases, aggressively looking to purchase space from end users - beneficiaries include Equinix and Digital Realty Trust. 2) Examples of hyperscalers, enterprises and innovative new AIaaS operators rapidly building compute. 3) Cloud optimisation efforts being viewed as “new normal” vs. temporary headwind. 4) After years of hype but slow growth for edge computing there is evidence that use cases are developing and demand is picking up - Crown Castle was mentioned by multiple industry contacts as benefitting from MEC and Lumen from increased demand for fibre connectivity. 5) Some interesting new data centre operators with well-timed AI infrastructure: Denvr Dataworks, Applied Digital and Napatech.

Communications

Report by Paragon Intel

Not only is Paragon Intel negative on CEO Kate Johnson’s ability to turn around the company, but their work suggests she is one of the most ill-equipped executives they have researched in their history to be in the specific CEO-seat! Paragon’s report is split into two documents: CEO Diligence Memo and CEO Interviews. Former colleagues questioned her lack of experience making capital allocation decisions and an inability to get in-depth on technical issues. They also pointed to an egocentric, insecure executive with “sharp elbows” who surrounds herself with like-minded colleagues, diminishing her credibility as a force for cultural change.