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Data Centers - Global Thematic Research

  • ID: 4473036
  • Report
  • Region: Global
  • 55 pages
  • GlobalData
1h Free Analyst Time

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Data Centers - Global Thematic Research


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.

  • This report is part of the ecosystem of thematic investment research reports, supported by the “thematic engine”.
  • About the Thematic Research Ecosystem
  • The author 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, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author 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 the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. The 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. The 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
  • The thematic investment research product, supported by the 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.
  • The unique differentiator, compared to all rival thematic research houses, is that the thematic engine has a proven track record of predicting winners and losers.
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Industry growth drivers
Hardware trends
Software trends

The Internet of Things, the cloud and AI are driving growth in the data center industry
The mobile revolution is spreading all the way up to the data center
Optimising latency is the biggest challenge facing hyperscale data centers
The fireworks are largely at the software level…
Software defined networking could turn the networking industry upside down
Mergers and acquisitions
Winners and Losers

Servers and storage
Networking equipment
Data center operators

Public Companies
Private companies
Networking equipment sector scorecard
Who’s who in the servers, storage and networking equipment sector
Thematic screen
Valuation screen
Risk Screen
Internet infrastructure software sector scorecard
Who’s who in the internet infrastructure software sector
Thematic screen
Valuation screen
Risk Screen
Semiconductor sector scorecard
Who’s who in the semiconductor sector
Thematic screen
Valuation screen

Risk Screen
A brief history of networking
The OSI Model


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