Data Centre & Hyperscaler Chip & Software Procurement – H2 2022 Update & Competitive Positioning

  • Public Equity
  • TMT
  • North America


Former senior executive at Microsoft Corp


  • Cloud purchasing momentum for software, electronics components and semiconductors
  • Positioning of key cloud data centre suppliers such as Intel (NASDAQ: INTC), AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA)
  • Adoption of custom-designed semiconductors, AI inference accelerators and ARM (Advanced Reduced Instruction Set Computer Machines)-based server CPUs (central processing units)
  • Supply chain update, disintermediation risks, vendor relationships and market share shifts


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