In the traditional hard disk drive market, the market is highly concentrated between two companies, Western Digital and Seagate Technology, which have strong pricing power.
Category: Datacenter
Crypto miners transformed into data centers
Top four cloud providers and large AI companies are relying on subcontractors, which make Crypto miners transformed into data centers
Nebius is the largest European AI data center
Nebius provides computing power, storage, tools and services to developers
AI data center shows no signs of cooling down in the near future
Only a few software vendors have proven to make money from artificial intelligence, but almost all hardware vendors that are heavily involved in the AI data center can make a lot of money.
Oracle growth drivers in the future and the biggest investment risk: TikTok US, Data center, AI database
The following three areas will be Oracle growth drivers in the future.
Seagate comeback thanks to AI, No 1 S&P 500 perform stocks YTD
First came cloud computing, then came artificial intelligence, both of which required the construction of large data centers. They always required massive storage solutions, which is why artificial intelligence and data centers are said to have saved mechanical hard drive manufacturer Seagate Technology.
How does Applied Digital make money?
Applied Digital is able to build a next-generation data center that supports the demands of artificial intelligence and high-performance computing. Its key features are high efficiency, scalability, and low energy costs. Electricity prices in North Dakota, where the company is based, are 24% lower than the national average, significantly reducing operating costs and enhancing its competitiveness.
Cisco, ex-biggest company, the representative of dot-com bubble
Cisco (ticker: CSCO) was founded in 1984 by a pair of computer scientists from Stanford University, Leonard Bosack and Sandy Lerner.
How GPU farms CoreWeave make money?
CoreWeave’s main business is selling access to data centers and Nvidia’s high-performance GPU chips, which have become the most sought-after resources in the race to develop AI applications.
HPE expertizes on enterprise technology services
HPE was formerly the enterprise product division of HP. In November 2015, it was split from Hewlett-Packard, and the two companies became independent companies. The companies were listed separately.