Data Centers – Thematic Research

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Data centers provide stability and computing power to allow businesses to run vital applications, store business-critical data, and deliver important user services. The COVID-19 pandemic has highlighted the vital importance of data centers as data center-provided cloud services have allowed remote workers to collaborate with colleagues, provided entertainment for locked-down citizens, delivered online learning, and enabled everyone to shop online.

The data centers thematic intelligence report provides a briefing on the theme with a detailed analysis of market opportunity, and factors driving its development and adoption. The report also presents key technology, macroeconomic, and regulatory trends impacting the theme. Further, the report provides market size and growth forecasts.

Data Centers Theme - Key Trends

The main trends shaping the data centers industry are classified into three categories: technology trends, macroeconomic trends, and regulatory trends.

  • Technology trends (hardware): The key hardware technology trends impacting the theme are M&A, RISC-V, edge computing, hyperscale data centers, automation, non-quantum computing, energy storage, silicon photonics, and neuromorphic computing.
  • Technology trends (software): The key software technology trends impacting the theme are software-defined everything, AI, security in a software-defined architecture, and open source.
  • Macroeconomic trends: Some of the key macroeconomic trends explained in the report are COVID-19, data center as a public utility, enterprise colocation, and data center districts.
  • Regulatory trends: Anti-trust, power usage, and red tape are a part of the regulatory trends impacting data centers industry.

For more insights on key trends impacting the data centers industry, download a free report sample

Data Centers – Industry Analysis

The data centers revenue was $466 billion in 2019. The market is expected to achieve a CAGR of more than 6% from 2019 to 2030. Much of that growth will be led by the seemingly inexorable rise of hyperscale data centers and their ongoing public cloud investments. Future investment in edge data centers will be an area of interest as well.

Data centers industry analysis also covers:

  • Mergers and acquisitions
  • Timeline

Data Center Revenue, 2019 to 2030

Data Center Revenue, 2019 to 2030

For more insights on data centers market forecast, download a free report sample

Data Centers - Value Chain Analysis

The data center value chain comprises four key areas: real estate development, data center infrastructure (DCI), connectivity, and data center services.

Data center infrastructure: The DCI layer of the value chain includes the equipment that drives data centers, namely servers, storage devices, networking equipment, DCI management software, and edge data center infrastructure.

Data Centers Value Chain Analysis

Data Centers Value Chain Analysis

For more data centers value chain insights, download a free report sample

Leading Companies in the Data Centers Theme

Some of the leading companies making their mark within the data centers theme:

  • Alibaba
  • Alphabet
  • Amazon

To know more about the leading companies associated with the data centers theme, download a free report sample

Data Centers Sector Scorecard - IT Infrastructure Theme

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Each sector scorecard has three screens:

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

The data centers thematic research report also covers the sector scorecards for

  • Semiconductor

IT Infrastructure Sector Scorecard – Thematic Screen

IT Infrastructure Sector Scorecard – Thematic Screen

To know more about the IT infrastructure sector scorecards, download a free report sample

Data Centers Market Overview

Report Pages 55
Market Revenue (2019) $466 billion
CAGR (2019-2030) >6%
Regions Covered Global
Key Trends Technology Trends (Hardware and Software), Macroeconomic Trends, and Regulatory Trends
Value Chain Real Estate Development, Data Center Infrastructure (DCI), Connectivity, and Data Center Services
Leading Companies Alibaba, Alphabet, and Amazon


  • This report provides an overview of the data centers theme.
  • It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
  • It includes a comprehensive industry analysis, including forecasts for data centers revenues to 2030.
  • The detailed value chain comprises four layers: real estate development, data center infrastructure, connectivity, and data center services.

Reasons to Buy

This report is an invaluable guide to this vital theme, which will only increase in importance over the next decade.

Hitachi Vantara
Schneider Electric
Digital Realty
China Telecom
China Unicom
China Mobile
DXC Technology
Citrix Systems
SK Hynix
Western Digital
NGD Systems
Pure Storage
Accacia Communications
Centec Networks

Table of Contents

Executive summary


Technology briefing


Industry analysis

Value chain


Sector scorecards


Further reading

Thematic methodology

Frequently asked questions

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