While the Top 4 US-based cloud service providers (SPs)—Amazon, Google, Meta, and Microsoft—will account for nearly half of global data center capex in 2025, select Tier 2 cloud SPs are poised to ...
Similar to how investors underestimated foundry chip stocks in 2023, data center companies are being undervalued as 2025 gets underway, with Artificial Intelligence (AI) now front and center. Dell ...
According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, we raised our ...