← wiki
sector
src/equity-researchsemi/datacenterstatus/complete
2024-09-04
Morgan Stanley CDR Report - Global Insight
Key Contributors
- Stephen C Byrd (Equity Strategist)
- Laura Sanchez (Equity Strategist)
- Carolyn L Campbell (Strategist)
- Rachel Fletcher, Ph.D. (Equity Strategist)
- Cedar Ekblom, CFA (Equity Analyst)
- International and APAC analyst team across Morgan Stanley offices
Research Scope
- Comprehensive global analysis of datacenter and related infrastructure opportunities
- Coverage across North America, Europe, and Asia-Pacific regions
- Multiple analytical perspectives from strategists and equity analysts
- Focus on capital deployment and industry structuring in AI infrastructure buildout
Source
- File:
Morgan_Stanley_CDR_report__1725593141.pdf
- Location: Dropbox/2. Semi/Datacenter/
- Pages: 61
- Date: September 4, 2024
- Publisher: Morgan Stanley Research
- Type: Global Insight Report
Related