9d
Data Center Switch Market Doubled in Three Years, Hits Record 3Q 2025, According to Dell'Oro Group
Additional highlights from the 3Q 2025 Data Center Switch Front-end and Back-end Reports: ...
Dell Technologies stands out as a relative value in the AI-driven data center capex cycle, despite recent share price ...
Equinix is far and away the largest data center REIT in the world. The company has a market cap of $72 billion and operates ...
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APLD vs. DELL: Which AI infrastructure stock has more upside?
Applied Digital APLD and Dell Technologies DELL are major players in the AI infrastructure space. While Applied Digital specializes in purpose-built data centres and high-performance computing ...
If you are wondering whether Dell Technologies still offers value after a strong run, or if most of the easy gains may already be behind it, this breakdown can help you assess whether the current ...
6d
Data Center Capex Up 59 Percent on Continued AI Investment in 3Q 2025, According to Dell'Oro Group
According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, worldwide data ...
Dell AI Data Platform advancements help customers break down data silos to unlock deeper business insights and accelerate AI outcomes Dell PowerScale and Dell ObjectScale, the Dell AI Data Platform’s ...
The Data Center Services Market grew from USD 62.23 billion in 2024 to USD 68.39 billion in 2025, and is forecast to reach USD 136.05 billion by 2032 at a CAGR of 10.27%. This exp ...
Worldwide data center capital expenditures increased 59 percent year-over-year, marking the eighth consecutive quarter of double-digit growth as the AI investment cycle continues to broaden beyond ...
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