CB Insights November 7, 2024
We explore emerging technologies in energy production, AI computing hardware, support infrastructure, and AI cloud services that data center stakeholders should invest in for growth.
The AI surge is resulting in a massive data center buildout, with US companies set to spend over $1T on this infrastructure in the coming years, per Goldman Sachs estimates. Big tech players Amazon, Google, Meta, and Microsoft spent $52.8B alone on capex in Q2’24, up 60% year-over-year thanks to AI.
This spending is creating opportunities for growth across the AI data center value chain.
In this report, we use CB Insights datasets like business relationships, investments, and earnings transcripts to highlight 12 high-momentum tech markets that data center stakeholders — from utilities to...
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