Conference Call Invitation: Reminder: Hosting TECFusions, a privately held data center infrastructure provider

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Conference Call Invitation: Reminder: Hosting TECFusions, a privately held data center infrastructure provider

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Conference Call Invitation

Reminder: Hosting TECFusions, a privately

held data center infrastructure provider

Invitation

Topic 21 May 2026

BofA Software and Networking Analyst, Tal Liani, will be hosting a Zoom conference call Equity

with Denis Minihane, CEO of TECFusions on Tuesday, May 26th at 11:00 AM ET. Global

Telecom Equipment

TECFusions is a privately held data center infrastructure provider with direct exposure to

hyperscale and enterprise deployments, and the discussion is relevant for the

understanding of the underlying market dynamics of Neocloud companies like Nebius

and Coreweave, as well as Hyperscalers like Microsoft, Oracle and others.

The discussion will offer a differentiated, ground-level perspective on demand trends,

capacity expansion, power needs, and evolving infrastructure requirements in AI Data

Centers.

Topics of discussion include:

• Data center demand trends, including hyperscale vs. enterprise buildout activity

• AI-driven infrastructure requirements and implications for power density, design,

and deployment timelines

• Supply chain dynamics, including constraints around power, equipment, and

construction capacity

• Pricing, utilization, and return frameworks across new and existing capacity

• Competitive positioning and read-throughs for neoclouds (NBIS, CRWV), colocation

providers (EQIX, DLR, IRM), networking vendors (ANET, CSCO), semiconductor

suppliers (NVDA), and power & infrastructure providers (VRT, ETN, PWR)

• Understanding the drivers behind DC CapEx growth and sustainability of current

demand trends, including hyperscaler spending from AMZN, MSFT, and GOOGL