M&A, Capital Raising in Era of Rising Capacity, Capital Requirements

M&A has been a constant in what has always been a highly fragmented sector. Multiple waves have come out of the process of new company information, investment and growth, followed by consolidation, tuck-ins and strategic acquisitions. As the sector embarks on yet another wave of formation, are we going to see a similar wave play out with the neoclouds? Strategic interest in hyperscale data centres is at an all-time high. Can it rise even further? How will M&A and strategic activity change as capacity and capital requirements continue to skyrocket?