I dont think some are appreciating the huge uptick in activity in this space in the last 18 months. Microsoft have reportedly revised their 10 year target of data centre construction from 100 in 10 years to 100 per year for 10 years. After one data centre is completed it is apparently at full capacity within 5 hours. Thats a hell of a lot of new network connections ... I'd be surprised if we dont see a trading update soon.
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