Megaport Networking Business Continues To Be on a Tear

We expect Megaport's strategy in the near term will revolve around helping AI companies address the global shortage of compute through its new compute offerings. To that end, Megaport can leverage its existing presence in over 1,100 data centers to install small amounts of GPU capacity per center, which is then tied together with its networking technology to create capacity of sufficient scale to be interesting to AI companies.