"The data center market is exploding, fueled by the relentless demand for artificial intelligence (AI) infrastructure. In 2025, the global data center market is projected to grow at an 11.2% compound annual growth rate, reaching $652 billion by 2030 and driven by cloud migration and AI workloads. Nvidia ( NASDAQ:NVDA ) naturally dominates headlines when discussing AI data center growth."
"After all, CEO Jensen Huang just told analysts the AI chipmaker captures roughly $35 billion of the $50 billion to $60 billion cost of a 1-gigawatt AI factory. However, other players in the AI infrastructure ecosystem are quietly positioning themselves for significant growth and one in particular is emerging as a critical enabler of this AI-driven transformation, offering investors a hidden gem in the data center surge."
Global demand for AI and cloud migration is driving an 11.2% CAGR in the data center market, reaching $652 billion by 2030. Major tech firms plan massive AI infrastructure investments, with Amazon, Microsoft, Alphabet, and Meta investing $600 billion in 2025, a 38% increase from 2024. Nvidia captures a large share of AI data center value, reportedly taking roughly $35 billion of the $50–$60 billion cost of a 1‑gigawatt AI factory. Other companies in the AI infrastructure ecosystem present additional growth opportunities. Pure Storage reported Q2 revenue of $861 million, up 13% year‑over‑year, with subscriptions growing 15% to $414.7 million and net income of $47.1 million.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]