Data Centers and Utilities – Thematic Research

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

Cloud computing, machine learning, augmented reality, internet TV, the Internet of Things, robotics, cryptocurrencies, voice, blockchain and cybersecurity. These are the big investment themes of tomorrow and they all have one thing in common: they generate huge amount of data.
Cisco estimates that the world generates 122 exabytes of internet data traffic per month. This data traffic is growing at 24% per annum and 82% of it is consumer generated. Most of this data traffic could be monetised via a rapidly growing band of hyperscale, internet-facing data centers around the world.
Inside this report, we look at the key players impacted by this theme, drilling down into the value chain and identifying winners and losers.

Scope

This report analyses data center and utilities.

The report highlights some of the global leaders and laggards in the data center industry and where do they sit in the value chain.

It analyses the main trends across the global data center industry.

It identifies the role of power utilities in the data center industry.

It provides an industry analysis of the data center sector and highlights its mergers and acquisitions and timeline.

It identifies public and private companies at the forefront of data center equipment industry.

Reasons to Buy

The report provides a comprehensive analysis of the present scenario and emerging market trends in the global data center industry.

To gain insights of the global market leaders and challengers in the data center industry and where do they sit in the value chain.

Extensive analysis of the role of power utilities in the data center sector.

Major market players within the data center equipment industry are profiled in this report and their action plans are studied thoroughly, which aid in interpreting the competitive outlook of the data center sector.

Arista
Applied Optoelectronics
Amazon
Apple
Broadcom
Brocade Comms
Cisco
Citrix Systems
Coriant
Dell
Ericsson
Extreme Networks
Facebook
Finisar
Google
HPE
Hitachi
Huawei
Intel
Infinera
Inventec
IBM
Juniper Networks
Lumentum
Lenovo
Micron
Microsoft
Nvidia
Nutanix
NetApp
Nokia
Oclaro
Quanta
Red Hat
Samsung
SK Hynix
Seagate
Toshiba
Viavi Solutions
VMware
Western Digital
Wistron
Xilinx

Table of Contents

PLAYERS 3

TRENDS 4

Industry growth drivers 4

Hardware trends 7

Software trend 10

INDUSTRY ANALYSIS 11

The Internet of Things, the cloud and AI are driving growth in the data center industry 11

The mobile revolution is spreading all the way up to the data center 12

Optimizing latency is the biggest challenge facing hyperscale data centers 12

The fireworks are largely at the software level 13

Software defined networking could turn the networking industry upside down 13

Role of power utilities will reduce as data centers move towards merchant PPAs, captive power generation or microgrids 14

Mergers and acquisitions 15

Winners and Losers 16

Timeline 16

VALUE CHAIN 18

Semiconductors 19

Servers and storage 21

Networking equipment 23

Software 26

Data center operators 27

COMPANIES SECTION 28

Public Companies 28

Private companies 33

TECHNOLOGY BRIEFING 34

A brief history of networking 34

The OSI Model 36

GLOSSARY 39

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY 42

Frequently asked questions

Data Centers and Utilities – Thematic Research thematic reports
Currency USD
$695

Can be used by individual purchaser only

$1,495

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Data Centers and Utilities – Thematic Research was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Data Centers and Utilities – Thematic Research in real time.

  • Access a live Data Centers and Utilities – Thematic Research dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.