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Synergy Research Group
Cloud
Cloud Q3 snapshot: The capex train gains steam
Cloud hyperscalers don’t really have a choice in the capex equation due to massive order backlogs and a constrained supply environment.
Diana Goovaerts
Nov 6, 2025 5:09pm
Neoclouds ride a runaway revenue growth train to 2030
Oct 14, 2025 2:00pm
Data center capital of the world says enough
Aug 29, 2025 12:25pm
Cloud giants are raking in nearly $100B per quarter
Aug 4, 2025 12:06pm
Europe's cloud market poised for 24% growth
Jul 28, 2025 1:16pm
Oracle poised for explosive growth with $30B cloud deal
Jul 1, 2025 1:23pm