Data Centers

We provide the latest Data Center news, analysis and opinion. In the Data Center sector we cover companies including Equinix (NASDAQ: EQIX), Digital Realty (NYSE: DLR), CyrusOne (NASDAQ: CONE), and CoreSite Realty (NYSE: COR). Within Data Centers, we focus on the sub-sectors of hyperscale, enterprise / colocation, cloud service providers, and edge computing.

Our data centers news discusses how these facilities are mission-critical buildings. Data centers provide space and redundant power, cooling, security and connectivity to the most important companies in the world.

Data center news includes discussing the customers or tenants of these facilities. These technology tenants include cloud, e-commerce & gaming, enterprises, government agencies, health care, education systems. Cloud service provider customers include Amazon Web Services (AWS), Microsoft Azure, and Google Cloud. Internet customers include Facebook, Uber, Twitter, Netflix, Apple, and Salesforce. Finally, emerging customers include Dropbox, Spotify, and Snapchat.

Our data center news segments are in two core verticals. First, hyperscale tenants that have critical IT power loads >1 megawatt on 5 to 10-year leases. Second, enterprise or colocation facilities that have heavily dense fiber, which provide connectivity and managed services. Theses enterprise or colocation facilities have IT critical power loads of <1 megawatt on 3 to 5-year leases.

Additionally, our data center news includes mega trends like 5G. 5G will drive a sizable increase in the amount of data that is computed and stored that will ultimately require data center capacity. Many 5G solutions will rely on sensors and devices to collect data. Sensors will then send that data back to a data center. At the data center, using technologies such as artificial intelligence, the data is then harnessed to create new use cases.