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Hello,
Thanks for your interest in our latest research. You can view a summary of our latest report below.
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This brief provides a snapshot of 4Q22 financial results for the webscale network operator (WNO) sector.
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Financial results for the webscale sector are available for ~85% of the market. Based on this sample, capex for the group surged by about 16% in 2022, surpassing $200 billion (B). This is in line with MTN Consulting’s projected 2022 capex of $206B. Webscalers continued to expand their data center footprints and invest heavily in AI. However, webscale growth...
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To see our most recently published reports, click here
Best regards,
Matt Walker
Chief Analyst
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