10 Hot Data Center Companies In 2022
The data center market will continue to be red-hot in 2022 as investors throw billions of dollars into the market, while hyperscalers Amazon Web Services, Google and Microsoft are spending billions on their own around building new facilities to accommodate the surge in cloud services demand.
Data center and colocation giants Equinix and Digital Realty are also spending billions on acquisitions to grow their already massive global footprints as data centers continue to be the foundation of the digital world.
Amid the global COVID-19 crisis that is fueling cloud adoption and work from home, the global market for internet data centers is projected to reach $143 billion by 2027, growing at a compound annual growth rate of more than 13 percent over the next four years, according to market research firm Research and Markets.
CRN breaks down the 10 market-leading data center companies you need to watch in 2022.
Why You Should Watch: Amazon is the biggest spender on new data centers on the planet.
Amazon Web Services will continue to invest billions on expanding on its global data center footprint in 2022 as its cloud business continues to climb. For its most recent third fiscal quarter, Amazon reported AWS sales were up 39 percent year over year to $16.1 billion.
Why You Should Watch: American Tower acquired CoreSite for $10.1 billion.
American Tower significantly entered the data center market just a few weeks ago with its $10.1 billion blockbuster purchase of one of the biggest data center operators in the U.S. in CoreSite.
Apple
Why You Should Watch: Apple’s market cap is nearly $3 trillion and it is still one of the biggest data center spenders.
In the first day of trading in 2022, Apple for a brief moment became the first publicly traded company in history to reach a $3 trillion market value. The news came just 17 months after Apple became a $2 trillion company.
Digital Realty
Why You Should Watch: Digital Realty is consolidating the data center market on a global basis.
Digital Realty is spending billions on acquisitions and organic growth initiatives surrounding its massive data center footprint of more than 280 facilities across 24 countries on six continents.
Equinix
Why You Should Watch: Equinix data center innovation and partnerships are broad and vast.
Equinix is one of the largest data center and colocation providers in the world. What’s most interesting about Equinix, other than its pursuit to expand its data center footprint via acquisitions, is its constant product innovation and strong partnerships.
Flexential
Why You Should Watch: As Flexential grows, channel partners are top of mind.
Although one of the smaller data center and colocation providers on CRN’s list of companies to watch in 2022, Flexential is one of the most channel-friendly data center vendors in the market.
Why You Should Watch: Google continues to be one of the biggest data center spenders on Earth.
Google has consistently been a top three spender on data centers on a global basis for the past several years, according to Synergy Research Group, with one of the broadest data center footprints in the world thanks to tens of billions in investments over the past several years.
Meta (Facebook)
Why You Should Watch: Simply put, Meta’s Metaverse will need new data centers to make possible.
Although Meta, formerly known as Facebook, has been a high spender on building new data centers in recent years, the social media giant’s bullish plans to create a metaverse will likely require billions in new data center investments.
Microsoft
Why You Should Watch: From Azure and Windows 11 to underwater data centers, Microsoft’s innovation and growth are sky high.
Microsoft has continued to be one of the biggest spenders on building new data centers on a global basis over the past several years to accommodate its massive Microsoft Azure growth as well as consumer technology such as VR and the new Windows 11.
Stack Infrastructure
Why You Should Watch: Stack Infrastructure is becoming a force in the U.S. data center market.
A small but fast-growing player in the U.S. data center market is Denver-based Stack Infrastructure with its focus on hyperscaler customers such as AWS, Microsoft and Google.
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