Nov 7, 2024 · In this report, we use CB Insights datasets like business relationships, investments, and earnings transcripts to highlight 12 high-momentum tech markets that data center stakeholders — from utilities to big tech to enterprises — should be betting on in 2025.

Oct 29, 2024 · Soaring demand for AI data centers has ushered in a new area of growth. We explore these new opportunities for companies and investors across the value chain.

Oct 31, 2024 · The AI data center value chain is split into two parts: inside the rack and outside the rack. Processors, Networking , and Memory are key areas inside the rack. Thermal Management, Power Management , and Manufacturing …

Dec 18, 2023 · The role of database companies in the AI value chain is to manage and facilitate the effective use of data, which is the lifeblood of AI. AI models are only as good as the data they are trained...

Nov 1, 2024 · Insights from the Field: In-depth data points from leading organizations such as TSMC (TSM), Microsoft (MSFT), Foxconn (OTCPK:FXCOF), and the Open Compute Project. From Generative to Thinking...

Jun 1, 2024 · AI algos are only as good as the data you feed them, so it’s no surprise that AI data centers have been a hot topic in the investment community lately. Using research from a firm called SPEAR Invest, we’ve identified 37 stocks that …

Oct 13, 2024 · We can broadly break down the data center value chain into a few categories: the initial construction to develop a data center, the industrial equipment to support the data center, the computing infrastructure in a data center, and the energy required to power the data center.

Jan 15, 2025 · In today’s digital economy, data centers form the backbone of everything from cloud computing to AI innovation. Global operators like Digital Realty and Equinix now oversee vast, high-value portfolios supporting trillions of bytes of data daily.

Mar 10, 2024 · Understanding this interconnectedness is essential for businesses that rely on cloud computing and other data center services. Understand the key players and processes within the AI & data center industry with this comprehensive overview.

Nov 4, 2024 · Global leaders like Digital Realty and Equinix manage expanding global portfolios of data centers (with specific counts subject to regular change through acquisitions and development),...