Data Centers – Thematic Research

The COVID-19 pandemic has highlighted the vital importance of data centers. 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. At the same time, the accelerating shift to the cloud, driven by the pandemic, has put a premium on flexibility. This will, in turn, drive the adoption of new architectures and software defined, programmable infrastructures within data centers.

David Bicknell, Principal Analyst in the Thematic Research team at GlobalData, comments: “Data center-provided cloud services have allowed remote workers to collaborate with colleagues, provide entertainment for locked-down citizens, deliver online learning and enable online shopping. At the same time, the pandemic-driven accelerating shift to the cloud has put a premium on flexibility. This will, in turn, drive the adoption of new architectures and software-defined, programmable infrastructures within data centers.

“Data centers have gone from anonymity to seeing their staff now designated as key workers. But this new-found utility status may be a double-edged sword. Governments will now have higher expectations of the data center sector. The expansion of data centers reflects the need for increased artificial intelligence (AI) processing capabilities, but these have a poor carbon footprint. With governments focused on climate change, meeting stringent sustainability targets will be an unwelcome reward for an industry that excelled during the pandemic.”

Scope

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 center revenues to 2030.

The detailed value chain comprises four layers: real estate development, data center infrastructure, connectivity, and data center services.

Key Highlights

Data centers have come to be regarded as the fifth utility, as critical as water, electricity, gas, and telecoms, with their staff categorized as key workers. Utility status may be a double-edged sword. For one thing, governments will have higher expectations. The expansion of data centers also reflects the need for increased artificial intelligence (AI) processing capabilities, but these have a poor carbon footprint. Meeting stringent sustainability targets is an unwelcome reward for an industry that excelled during the pandemic.

Reasons to buy

Worth $466bn in 2020, the data centers market will become a $948bn industry by 2030, growing at a compound annual growth rate (CAGR) of 6.7% over this 10-year period, according to GlobalData forecasts.

Much of this market growth will come from the building of massive hyperscale data centers. New edge data centers will also cater to increasing levels of enterprise-generated data being created and processed outside remote data centers or the cloud. The next few years will also see increased mergers and acquisition (M&A) data center activity, with special purpose acquisition companies (SPACs) being created to buy up data centers.

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

Companies mentioned

Cisco

Dell

HPE

Huawei

Lenovo

Fujitsu

Inspur

Hitachi Vantara

Schneider Electric

Amazon

Microsoft

Google

Apple

Facebook

Alibaba

Equinix

Digital Realty

China Telecom

NTT

China Unicom

China Mobile

IBM

Atos

DXC Technology

Accenture

Intel

Xilinx

Arm

Nvidia

AMD

Microchip

Cambricon

Graphcore

Foxconn

Wistron

Inventec

Sugon

QCT

Supermicro

Celestica

VMware

Oracle

TidalScale

Scality

Nutanix

Citrix Systems

Virtuozzo

Samsung

SK Hynix

Western Digital

Kioxia

Micron

Adata

Powerchip

NGD Systems

Burlywood

Seagate

Hitachi

Coraid

StorONE

NetApp

Pure Storage

Quobyte

DataCore

Excelero

StorPool

SUSE

Commvault

Broadcom

Marvell

Innovium

Macom

Accacia Communications

Lumentum

NeoPhotonics

Centec Networks

II-VI

Baidu

Tencent

Table of Contents

Executive summary

Players

Technology briefing

Trends

Industry analysis

Value chain

Companies

Sector scorecards

Glossary

Further reading

Thematic methodology

    Pricing

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