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Data Centers - Global Thematic Research

Data Centers - Global Thematic Research

Summary

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.


  • Players
  • Trends
    • Industry growth drivers
    • Hardware trends
    • Software trends
  • Industry analysis
    • 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 hyperscaledata centers
    • The fireworks are largely at the software level…
    • Software defined networking could turn the networking industry upside down
    • Mergers and acquisitions
      • Table M&A transactions associated with the data center investment theme over the last five years
    • Winners and Losers
    • Timeline
      • Table The data center story
  • Value chain
    • Semiconductors
    • Servers and storage
    • Networking equipment
    • Software
    • Data center operators
  • Companies section
    • Public Companies
    • Private companies
    • Networking equipment sector scorecard
      • Who's who in the servers, storage and networking equipment sector
        • Table Who does what in the servers, storage and networking equipment space?
      • Thematic screen
        • Table Thethematic screen ranks companies on the basis of overall technology leadership in the ten technology areas that matter most to this sector, generating a leading indicator of future earnings growth
      • Valuation screen
        • Table GlobalData's valuation screen ranks companies within a sector based on selected consensus valuation metrics.
      • Risk Screen
        • Table Risk screen ranks companies within a particular industry on the basis of overall investment risk.
    • Internet infrastructure software sector scorecard
      • Who's who in the internet infrastructure software sector
        • Table Who does what in the internet infrastructure software space?
      • Thematic screen
        • Table Thethematic screen ranks companies on the basis of overall technology leadership in the ten technology areas that matter most to the sector, generating a leading indicator of future earnings growth.
      • Valuation screen
        • Table GlobalData's valuation screen ranks companies within a sector based on selected consensus valuation metrics.
      • Risk Screen
        • Table Risk screen ranks companies within a particular industry on the basis of overall investment risk.
    • Semiconductor sector scorecard
      • Who's who in the semiconductor sector
        • Table Who does what in the semiconductor space?
      • Thematic screen
        • Table The thematic screen ranks companies on the basis of overall technology leadership in the ten technology areas that matter most to the sector, generating a leading indicator of future earnings growth.
      • Valuation screen
        • Table Valuation screen ranks companies within a sector based on selected consensus valuation metrics.
      • Risk Screen
        • Table Risk screen ranks companies within a particular industry on the basis of overall investment risk.
  • Technology briefing
    • A brief history of networking
    • The OSI Model
      • Table The OSI Reference Model summarises the 7 layers within any telecom network architecture
  • Glossary
  • Appendix: Our "Thematic" research methodology
    • Table Five-step approach for generating a sector scorecard

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