Data Centers – Global Thematic Research
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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 is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
About our Thematic Research Ecosystem
GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
Reasons to Buy
Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
Acacia Comms
Adlink
Adtran
Adva Optical Networking
Aixtron
Akamai
Alibaba
Alphabet
Amazon
AMD
AMS
Analog Devices
Applied Optoelectronics
Arista Networks
Arris
ASML Holding
Bazaarvoice
Box
Broadcom
Brocade Comms
Ciena
Cirrus Logic
Cisco
Citrix Systems
Cloudera
Commscope
CommVault
Cray
Cypress
Dawning
Dialog
Diodes
Equinix
Ericsson
Extreme Networks
F5 Networks
Fabrinet
Finisar
Fujitsu
Gigamon
GMO Internet
GoDaddy
Himax
Hitachi
Hortonworks
HP Enterprise
IBM
Imagination Tech
Infineon
Infinera
Inspur Electronic
Intel
InterDigital
Interxion
J2 Global
Juniper Networks
Keysight Tech
Lenovo
LivePerson
LogMeIn
Lumentum
Macom
Marvell
Maxim
MediaTek
Melexis
Microchip
Micron
Microsemi
Microstrategy
Mitel Networks
Mobileye
Monolithic Power Systems
Motorola Solutions
Nanya Tech
NEC
NeoPhotonics
NetApp
Netgear
NetScout
Nokia
Nutanix
Nvidia
NXP
Oclaro
On Semiconductor
PayPal
Pure Storage
Qorvo
Qualcomm
Realtek Semiconductor
Renesas
RingCentral
Samsung Electronics
Seagate
Sercomm
Shopify
Silicon Labs
Silicon Motion
Silver Spring
SK Hynix
Skyworks
SMIC
STMicroelectronics
Teradyne
Texas Instruments
Tokyo Electron
TSMC
Twilio
Ubiquiti Networks
UMC
United Internet
Vanguard
Viavi
VMware
Vonage
Web.com
Western Digital
Xilinx
Xunlei
Zayo
ZTE
Table of Contents
Frequently asked questions
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.