From the world’s largest providers of data center hardware and software to the cloud data center giants building new centers across the globe, CRN breaks down 50 key data center companies in 2023.
Established IT vendors such as IBM, Hewlett Packard Enterprise and Cisco Systems have long dominated the market for data center hardware and software. But a new crop of IT startups is providing ...
Here’s how it works. Total data center hardware and software spend for 2024 grew hugely on previous years as the demand for AI hit a new high, new figures have claimed. New research from Synergy ...
All four stocks have Overweight ratings. “For our names exposed to data center hardware & infrastructure, C3Q24 earnings season largely continued to showcase robust demand trends around the ...
Total data center infrastructure equipment revenues probably reached $282B in 2024, and hyperscale data center capacity is expected to triple by 2030, according to analytics firm Synergy Research ...
The reason why these stocks are being beaten down is that the DeepSeek news is causing investors to question how much money is being invested in AI hardware and data centers. To be clear ...