Latest news with #DataCenter
Associated Press
a day ago
- Business
- Associated Press
South Korea Colocation Data Center Portfolio Database 2025: Over $7 Billion in Investments Driving South Korea's Data Center Growth by 2030
DUBLIN--(BUSINESS WIRE)--Jul 11, 2025-- The 'South Korea Existing & Upcoming Data Center Portfolio' database has been added to offering. The upcoming data center capacity in South Korea is 5x more than the existing capacity. An additional 450MW of power capacity from new data centers will become operational by the end of 2025, with the majority located in Jeollanam-do and Seoul. Around $7 billion investments are in the pipeline for new data centers by 2030. This database covers the South Korea data center market portfolio analysis, which will provide the following information on the colocation data centers: The data points covered in the database across each facility are mentioned below: EXISTING DATA CENTERS (45 Facilities) UPCOMING DATA CENTERS (23 Facilities) INVESTORS/OPERATORS COVERED TARGET AUDIENCE Key Topics Covered: For more information about this database visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. View source version on CONTACT: Laura Wood, Senior Press Manager [email protected] For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900 KEYWORD: ASIA PACIFIC SOUTH KOREA INDUSTRY KEYWORD: TECHNOLOGY DATA MANAGEMENT SOURCE: Research and Markets Copyright Business Wire 2025. PUB: 07/11/2025 07:14 AM/DISC: 07/11/2025 07:14 AM
Yahoo
2 days ago
- Business
- Yahoo
Surge in Hyperscale and Colocation Facilities Strengthens Business Case for Scalable DCIM Platforms
The global Data Center Infrastructure Management (DCIM) Software Market, estimated at $2.2 billion in 2024, is projected to reach $3.7 billion by 2030, with a CAGR of 9.2%. This comprehensive market report analyzes key trends, drivers, and forecasts, empowering informed business decisions. Notable focus areas include the impact of recent tariff developments, the growing importance of DCIM in optimizing data center operations amid digital transformation, and the evolving role of AI, IoT, and machine learning in DCIM platforms. Industries like telecom, finance, and healthcare drive adoption due to the need for enhanced infrastructure reliability. Data Center Infrastructure Management Software Market Dublin, July 10, 2025 (GLOBE NEWSWIRE) -- The "Data Center Infrastructure Management Software - Global Strategic Business Report" report has been added to global market for Data Center Infrastructure Management Software was estimated at US$2.2 Billion in 2024 and is projected to reach US$3.7 Billion by 2030, growing at a CAGR of 9.2% from 2024 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping you make informed business decisions. Data Center Infrastructure Management (DCIM) software has emerged as a critical solution for optimizing data center performance, visibility, and operational efficiency. As digital transformation accelerates globally, enterprises are deploying larger, denser, and more complex data center environments that require integrated tools to manage power, cooling, space, and assets. DCIM software bridges the gap between IT and facility management by providing real-time monitoring, predictive analytics, and centralized control of critical increasing adoption of hybrid IT models where workloads are distributed across on-premise, cloud, and edge environments is amplifying the need for unified infrastructure intelligence. DCIM platforms enable operators to track asset utilization, monitor thermal conditions, manage energy consumption, and mitigate downtime risks. In an era where energy efficiency, uptime, and scalability are paramount, DCIM software delivers the operational insights needed to support business continuity and cost optimization. What Factors Are Fueling Growth in the DCIM Software Market?The growth in the data center infrastructure management software market is driven by several key factors. The global expansion of data center capacity spurred by cloud computing, AI applications, labor costs and skill shortages in data center operations are increasing the reliance on automation and remote monitoring capabilities provided by DCIM software. Shift to hybrid and distributed IT environments requires centralized tools that offer holistic infrastructure visibility across multiple sites. Lastly, increasing regulatory oversight, sustainability reporting mandates, and cybersecurity threats are further strengthening the business case for comprehensive DCIM adoption. These factors are collectively shaping a robust market landscape for intelligent, scalable infrastructure management platforms across the global data center Is DCIM Software Evolving with Next-Generation Technologies?Modern DCIM platforms are undergoing a transformation through the integration of AI, machine learning, and IoT technologies. These enhancements allow predictive maintenance, automated alerts, and dynamic workload balancing enabling data centers to move from reactive to proactive management. Advanced platforms offer 3D visualization, digital twin modeling, and capacity planning tools that help simulate infrastructure changes and predict system behavior under different load DCIM solutions are gaining traction as organizations prioritize scalability, remote accessibility, and lower deployment costs. These platforms offer APIs for integration with building management systems, IT service management tools, and cybersecurity platforms creating a more connected and responsive data center environment. Additionally, real-time energy analytics and sustainability dashboards are being built into DCIM software to support ESG goals and regulatory compliance, aligning operational efficiency with environmental Industries and Infrastructure Types Are Driving Adoption?Adoption of DCIM software spans a wide spectrum of data center operators, including hyperscalers, colocation providers, telecom companies, and financial institutions. Hyperscale data centers rely on advanced DCIM capabilities to monitor thousands of assets and manage large-scale power and cooling systems. Colocation operators use DCIM to offer transparency and infrastructure monitoring as a service to clients, improving tenant satisfaction and edge data centers and modular micro data centers are also embracing lightweight DCIM tools that can be deployed remotely, with minimal footprint, yet offer real-time visibility into critical metrics. Sectors such as healthcare, government, defense, and retail where data center uptime is mission-critical are adopting DCIM solutions to enhance infrastructure reliability and regulatory adherence. These industries benefit from the ability to remotely monitor environmental conditions, automate alerts, and conduct intelligent capacity Insights: Market Growth: Understand the significant growth trajectory of the Solutions Component segment, which is expected to reach US$2.6 Billion by 2030 with a CAGR of a 10.3%. The Services Component segment is also set to grow at 6.8% CAGR over the analysis period. Regional Analysis: Gain insights into the U.S. market, valued at $587.9 Million in 2024, and China, forecasted to grow at an impressive 14.5% CAGR to reach $816.0 Million by 2030. Discover growth trends in other key regions, including Japan, Canada, Germany, and the Asia-Pacific. Report Features: Comprehensive Market Data: Independent analysis of annual sales and market forecasts in US$ Million from 2024 to 2030. In-Depth Regional Analysis: Detailed insights into key markets, including the U.S., China, Japan, Canada, Europe, Asia-Pacific, Latin America, Middle East, and Africa. Company Profiles: Coverage of players such as ABB Ltd, Arista Networks, Inc., BMC Software, Inc., Bright Computing, Inc., and more. Complimentary Updates: Receive free report updates for one year to keep you informed of the latest market developments. Key Attributes: Report Attribute Details No. of Pages 379 Forecast Period 2024 - 2030 Estimated Market Value (USD) in 2024 $2.2 Billion Forecasted Market Value (USD) by 2030 $3.7 Billion Compound Annual Growth Rate 9.2% Regions Covered Global MARKET OVERVIEW Influencer Market Insights World Market Trajectories Tariff Impact on Global Supply Chain Patterns Data Center Infrastructure Management Software - Global Key Competitors Percentage Market Share in 2025 (E) Competitive Market Presence - Strong/Active/Niche/Trivial for Players Worldwide in 2025 (E) MARKET TRENDS & DRIVERS Growing Complexity of Data Center Operations Propels Demand for Real-Time DCIM Solutions Surge in Hyperscale and Colocation Facilities Strengthens Business Case for Scalable DCIM Platforms Increased Focus on Energy Efficiency and Carbon Reporting Throws the Spotlight on Intelligent DCIM Tools Rising Rack Densities and Hybrid Architectures Drive Need for Centralized Resource Visibility Shift Toward Remote Monitoring and Unmanned Operations Enhances Market for Cloud-Based DCIM Integration of AI and Predictive Analytics Enhances Data Center Asset Lifecycle Management Expansion of Edge Data Centers Requires Lightweight and Modular DCIM Deployments Adoption of Digital Twins and Virtualized Infrastructure Models Supports Scenario Planning and Optimization Data Security and Access Control Compliance Drives Demand for Policy-Integrated DCIM Solutions Increased Server Utilization and Workload Management Pressures Fuel Automation-Centric DCIM Development Growth in IoT Devices and Sensors Supports Real-Time Environmental and Power Monitoring FOCUS ON SELECT PLAYERS:Some of the 43 companies featured in this report ABB Ltd Arista Networks, Inc. BMC Software, Inc. Bright Computing, Inc. CommScope Inc. Cormant, Inc. Device42, Inc. Eaton Corporation PLC ESDS Software Solution Pvt. Ltd. FNT GmbH Hyperview IBM Corporation Johnson Controls International PLC LogicMonitor, Inc. Modius, Inc. Nlyte Software, Inc. openDCIM RF Code, Inc. Schneider Electric SE Sunbird Software, Inc. Vertiv Group Corporation For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Data Center Infrastructure Management Software Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
Globe and Mail
4 days ago
- Business
- Globe and Mail
3 Stocks Seeing Big Investor Interest: NVDA, PLTR, AMZN
Several stocks – NVIDIA NVDA, Palantir PLTR, and Amazon AMZN – continue to garner significant attention among investors, with all three ranking among the top ten most-visited stocks on Their popularity is easy to understand given their big gains that have been fueled by impressive stories over recent years. Given their popularity, let's take a closer look to see what's happening with each. NVIDIA Impresses Again We've all become highly familiar with NVIDIA's red-hot multi-year-long story, with its historical growth fueled by unrelenting demand for its Data Center products amid the AI frenzy. The tech titan continued to fire on all cylinders throughout its latest release concerning its Data Center, with sales of $39.1 billion up 73% from the $22.5 billion print in the same period last year. Below is a chart illustrating NVIDIA's Data Center sales on a quarterly basis. The stock is still one of the strongest AI plays out there, with shares also not that expensive on a historical basis. Shares currently trade at a 32.8X forward 12-month earnings multiple, a fraction of the 106.3X five-year high and well beneath the 48.4X five-year median. The current PEG ratio works out to a fair 1.1X, again well beneath five-year highs and the five-year median. Palantir Keeps Growing Palantir's latest set of quarterly results continued to impress, with sales climbing 40% year-over-year alongside an upgrade to its current-year sales outlook. Massive growth has been driven by red-hot demand that's seemingly only continuing to grow. As shown below, the company's sales growth has been outstanding over recent periods, a reflection of the red-hot demand PLTR has been enjoying. Importantly, customer count grew nearly 40% year-over-year and 8% sequentially. Palantir also booked a record U.S. commercial total contract value throughout the period ($810 million), which grew a staggering 180% year-over-year. AMZN Sees AWS Momentum Amazon's latest set of results showed solid momentum within AWS, with sales of $29.3 billion in the segment up 17% year-over-year. The growth rates here have been a major focus, which have commonly dictated post-earnings price action. AMZN signed several new AWS deals with companies throughout the period, a list that includes Adobe, Uber, Nasdaq, Ericsson, Cisco, and more. Many businesses have clamored for AWS, and market participants should expect Amazon to ink many more deals in the coming months/years. Below is a chart illustrating AMZN's sales on a quarterly basis. Analysts have taken a bullish stance on AMZN's current fiscal year, with the current $6.22 Zacks Consensus EPS estimate up roughly 7% over the past year. The value reflects 12.5% growth YoY, continuing the titan's growth trajectory nicely. Bottom Line The AI frenzy has kept stocks like NVIDIA NVDA and Palantir PLTR at the top of everybody's watch list, with Amazon AMZN also regularly seeing notable attention thanks to its sheer size and performance over the past decade. All three companies continue to operate in a favorable environment, with PLTR and NVDA regularly seeing strong demand thanks to the AI frenzy. Amazon AMZN is also a part of the story thanks to AWS, which has also regularly seen consistently strong demand over recent years. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis Report
Associated Press
24-06-2025
- Business
- Associated Press
U.S. Data Center Market Landscape Report 2025-2030 Featuring Major Players in IT Infrastructure, Support Infrastructure Providers, Construction Contractors, Investors, and New Entrants
DUBLIN--(BUSINESS WIRE)--Jun 24, 2025-- The 'U.S. Data Center Market Landscape 2025-2030" report has been added to offering. The U.S. Data Center Market was valued at USD 208.38 billion in 2024, and is projected to reach USD 308.83 billion by 2030, rising at a CAGR of 6.78%. The U.S. data center market features a strong ecosystem of key players across various infrastructure segments. Leading IT infrastructure providers include Arista Networks, Atos, Broadcom, Cisco, Dell, Fujitsu, HPE, IBM, Oracle, and others. In power infrastructure, major companies such as ABB, Eaton, Schneider Electric, Legrand, Vertiv, Cummins, and Caterpillar ensure reliable and efficient systems. Prominent construction contractors like Clayco, HITT Contracting, DPR Construction, Corgan, Turner Construction, Jacobs, and Holder Construction are generating significant revenues through complex data center projects. Rising construction activity is benefiting civil contractors and subcontractors across the country. Hyperscale operators including Meta, Google, Microsoft, AWS, and Apple account for over 40% of total investments, competing intensely for land, power, and colocation capacity. Major colocation operators such as Equinix, Digital Realty, CyrusOne, Vantage, NTT, STACK Infrastructure, Switch, DataBank, and QTS Realty Trust are also investing heavily to support growing multi-megawatt demands. Additionally, the market is seeing new entrants in the subcontractor space, especially in Tier III markets, where development is opening new multi-million-dollar revenue opportunities for local players. The U.S. data center market is witnessing significant growth due to substantial investments in AI-ready data centers. This expansion is driving an increased demand for high-performance computing servers equipped with GPUs and TPUs, which are essential for handling the intensive workloads associated with artificial intelligence applications. IT infrastructure in the U.S. data center market is expected to grow at a CAGR of 3.46%. Hyperscale self-built data centers continue to grow in the U.S. data center market with increased demand for AI workloads among cloud and technology service providers. These companies identify suitable locations to bring campuses with hundreds of megawatts online within the next few years. In the U.S. data center market, the market is witnessing growth in the adoption of both air and liquid-based cooling techniques. The liquid-based cooling technique is expected to witness significant growth in terms of cooling techniques, with the growth rate of around 167.29% between 2025-2030, growing at a CAGR of around 24.20%. Direct chip cooling has gained increased traction in the U.S. data center market. This has led to the strong growth of coolant distribution units (CDU) and rear door heat exchangers in combination with dry coolers and cooling towers. The U.S. data center market is witnessing significant growth in terms of electrical infrastructure investment, with a growth rate of 96.37% between 2023 and 2024. Additionally, the market is expected to witness significant growth in terms of electrical investment, with a growth rate of 88.54% between 2025 and 2030. Traditionally, VRLA batteries have been adopted by data center operators. However, data center operators are now moving towards lithium-ion batteries and nickel-zinc batteries. For instance, ABB, Vertiv, and Schneider Electric are major providers of lithium-ion batteries. GEOGRAPHICAL ANALYSIS KEY QUESTIONS ANSWERED Key Attributes: U.S. DATA CENTER MARKET VENDOR LANDSCAPE IT Infrastructure Provider Key Data Center Support Infrastructure Providers Other Data Center Support Infrastructure Providers Key Data Center Construction Contractors Other Data Center Construction Contractors Data Center Investors New Entrants UNITED STATES DATA CENTER MARKET SEGMENTATION INSIGHTS Segmentation by Facility Type Segmentation by Infrastructure Segmentation by IT Infrastructure Segmentation by Electrical Infrastructure Segmentation by Mechanical Infrastructure Segmentation by Cooling Systems Segmentation by Cooling Techniques Segmentation by General Construction Segmentation by Tier Standard For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. View source version on CONTACT: Laura Wood, Senior Press Manager [email protected] For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900 KEYWORD: INDUSTRY KEYWORD: TECHNOLOGY DATA MANAGEMENT SOURCE: Research and Markets Copyright Business Wire 2025. PUB: 06/24/2025 11:47 AM/DISC: 06/24/2025 11:46 AM
Yahoo
24-06-2025
- Automotive
- Yahoo
This Is Nvidia's Next Trillion-Dollar Opportunity, According to Jensen Huang -- and It's Something You Might be Overlooking
The majority of Nvidia's revenue comes from its data center business, thanks to booming sales of its industry-leading artificial intelligence (AI) chips. Nvidia CEO Jensen Huang thinks autonomous vehicles could be the next trillion-dollar opportunity for the company. According to a forecast from Huang earlier this year, Nvidia's automotive revenue could triple during fiscal 2026. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) generated more than $44 billion in revenue during its fiscal 2026 first quarter (which ended April 27), with $39.1 billion of that total coming from its data center business alone. The company sells the most powerful graphics processing units (GPUs) in the world for data centers, and they are the chips every artificial intelligence (AI) developer wants to use. Nvidia CEO Jensen Huang thinks AI data center spending will top $1 trillion per year by 2028, but he's eyeing another trillion-dollar opportunity: autonomous vehicles. The company's automotive segment is often overlooked by investors because it contributes a minuscule amount of revenue compared to the data center segment, but that could soon change if Huang's recent forecasts come to fruition. Besides sensors and other advanced hardware components, a self-driving car requires AI software which is trained on millions of hours of real-world data to ensure it's equipped to safely deal with every possible scenario when sharing the road with other vehicles and pedestrians. Building a roadworthy autonomous vehicle isn't easy, and only a small handful of companies are having success. Alphabet's Waymo is completing more than 250,000 paid autonomous ride-hailing trips every week in San Francisco, Los Angeles, Phoenix, and Austin, and Tesla hopes to have its autonomous robotaxi on the road in California and Texas this year. Both of these companies have invested billions of dollars in developing proprietary autonomous hardware and software, but many car manufacturers don't have the expertise or the financial resources to compete. That's where Nvidia's Drive platform comes in. It's a complete hardware and software solution that includes the powerful Thor chip, which processes data from the car's sensors to make lightning quick decisions on the road. It's gaining serious traction, with top brands like Mercedes-Benz, Toyota, General Motors, Rivian, and Volvo choosing to adopt it. Back in January, Jensen Huang said self-driving cars could be the first multitrillion-dollar segment of the AI powered robotics industry. Then, in a more recent interview with CNBC in June, he said this could be the decade of autonomous vehicles (and autonomous machines in general), which suggests these technologies might be on the cusp of going mainstream. As I mentioned at the top, the data center business is the dominant contributor to Nvidia's revenue. During the first quarter of 2026, the automotive segment generated $567 million in revenue, accounting for just 1.3% of the company's total. However, earlier this year Jensen Huang said Nvidia's automotive revenue could come in at $5 billion for the whole of fiscal 2026, which would be a whopping 194% increase from its fiscal 2025 result of $1.7 billion. But that's not all, because car manufacturers are starting to invest heavily in Nvidia's other products to customize and refine their self-driving offering in order to stand out from the competition. Huang says many car makers are buying Nvidia's DGX data center systems fitted with the latest Blackwell GPUs, so they have enough computing power to continue improving their self-driving AI models. Plus, they are using Nvidia's multimodal foundation model called Cosmos, which is pre-trained on more than 20 million hours of video, so it already has a comprehensive understanding of the physical world. Cosmos can be used to run millions of simulations using synthetic data, which can be used to further train self-driving models. In other words, it reduces the need to collect data from real-world driving, which can be a cumbersome and time consuming process. The new Cosmos Predict-2 models offer deeper functionality and faster throughput to deliver even better results. According to Wall Street's consensus estimate (provided by Yahoo! Finance), Nvidia could deliver $199 billion in total revenue during fiscal 2026. Therefore, even if its automotive revenue triples to $5 billion, it would still be a very small part of the overall business. Investors who buy Nvidia stock today are still doing so for the strength of its data center segment. Nevertheless, this could be a great entry point for investors who believe autonomous driving will eventually be a multitrillion-dollar opportunity over the long term as Huang expects, because Nvidia stock is quite attractive at the current level. It's trading at a price-to-earnings (P/E) ratio of 46.4, which is a 23% discount to its 10-year average of 60. Plus, Wall Street thinks Nvidia's earnings per share could grow to $4.29 during fiscal 2026, placing its stock at a forward P/E ratio of 33.5: That means if Wall Street's forecast proves to be accurate, Nvidia stock will have to climb 38% over the next 12 months or so just to maintain its current P/E ratio, and it would have to soar by 79% to trade in line with its 10-year average P/E ratio of 60. But investors might want to focus on the longer term considering autonomous driving has the potential to become yet another trillion-dollar opportunity for the company. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor's total average return is 994% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Nvidia, and Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy. This Is Nvidia's Next Trillion-Dollar Opportunity, According to Jensen Huang -- and It's Something You Might be Overlooking was originally published by The Motley Fool
