Maybank sees AI demand spurs neocloud race
Maybank Investment Bank has foreseen artificial intelligence (AI) demand to spur neocloud race in ASEAN. The research house says in a note on last Friday that demand for neocloud capacity has gone truly global and hyperscale, exemplified by Microsoft’s multi-year Nebius commitment and Oracle’s bullish cloud guidance. It is noted that Microsoft’s Nebius deal ($17.4 billion,...
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