DIVISION · Data centers
Data centers
The buildings, cooling and servers where AI actually runs.
Healthy
Data centers are Healthy. New projects keep coming, and on 1 Oct JERA said it is working with Dell and RHAELM on a Japan AI project in Chiba backed by up to 400 MW of power.
Data centers are where AI actually runs, so new sites mean more room for AI to grow.
Latest news
- JERA: Dell, JERA and RHAELM MoU
Supported by power capacity of up to 400 MW, the Chiba Project will generate practical experience that can help shape a scalable model for broader deployment.
Latest news
- FERC rejects the core of PJM's large-load plan, keeping only a 50 MW definition and a registry
- Schneider Electric agrees to acquire PTC for $205 a share in cash, $23.7B enterprise value, its largest deal
- Applied Digital brings Polaris Forge 1 to 250 MW operational critical IT load after adding 75 MW
- Dell, JERA and RHAELM sign an MoU for a Japan AI-infrastructure model, tied to a Chiba project of up to 400 MW
- AAON
- American Tower
- Applied Digital
- Celestica
- Dell Technologies
- Digital Realty
- Eaton
- Ecolab
- Equinix
- Fabrinet
- GDS
- Hon Hai (Foxconn)
- HPE
- Johnson Controls
- Lenovo
- NEXTDC
- nVent
- Quanta Computer
- Schneider Electric
- Supermicro
- Trane Technologies
- Vertiv
- VNET
The table
| Place | Company |
|---|---|
| 1 | Dell Technologies Latest news: Dell, JERA and RHAELM sign an MoU for a Japan AI-infrastructure model, tied to a Chiba project of up to 400 MW |
| 2 | Schneider Electric Latest news: Schneider Electric agrees to acquire PTC for about $23.7B in enterprise value, its largest deal |
| 3 | Hon Hai (Foxconn) Latest news: Foxconn reports record second-quarter revenue of NT$2.53 trillion |
| 4 | Eaton Latest news: Eaton agrees to acquire Italy's COL Group for an enterprise value of €810 million, expanding manufacturing capacity for data center and utility markets in Europe |
| 5 | Lenovo Latest news: Lenovo says its AI server pipeline reached $54 billion as infrastructure revenue hit a record |
| 6 | HPE Latest news: HPE discloses a 1.2 billion dollar Vultr order for AMD Helios AI racks, its first Helios order |
| 7 | Quanta Computer Latest news: Quanta Computer is placed mainly on its size in Data centers |
| 8 | Trane Technologies Latest news: Trane Technologies is placed mainly on its size in Data centers |
| 9 | Johnson Controls Latest news: Johnson Controls is placed mainly on its size in Data centers |
| 10 | Ecolab Latest news: Ecolab reports Global High-Tech organic sales up 29% on data center and chip demand, and calls AI infrastructure and computing 'the fastest-growing market in the world' |
| 11 | American Tower Latest news: American Tower reports record leasing at its CoreSite data centers, raises its 2026 outlook and says AI-driven applications are rapidly scaling |
| 12 | Equinix Latest news: Equinix and CPP Investments complete the US$4 billion acquisition of Nordic data center operator atNorth |
| 13 | Vertiv Latest news: Vertiv agrees to acquire UtilityInnovation Group for about $1.45 billion in cash, plus earnouts |
| 14 | Supermicro Latest news: Supermicro reports $39.1 billion of fiscal 2026 sales and guides higher for fiscal 2027 |
| 15 | Digital Realty Latest news: Digital Realty: Blackfuel selects Barcelona BCN1 for multi-megawatt AI inference on ServiceFabric |
| 16 | Celestica Latest news: Celestica completes its equity offering, raising about $3.45 billion in gross proceeds |
| 17 | nVent Latest news: nVent leases a 160,000 square-foot second Blaine, Minnesota site for data center liquid cooling, with production due in the first half of 2027 |
| 18 | Fabrinet Latest news: Fabrinet is placed mainly on its size in Data centers |
| 19 | GDS Latest news: GDS raises its 2026 revenue and capex guidance as committed area reaches 784,802 sqm |
| 20 | Applied Digital Latest news: Applied Digital discloses a 1,200 MW gas power agreement as fiscal first-quarter revenue rises |
| 21 | AAON Latest news: AAON reports record second-quarter sales of $627.0 million and raises its 2026 sales outlook |
| 22 | NEXTDC Latest news: NEXTDC completes an A$1.1 billion offering of subordinated convertible notes |
| 23 | VNET Latest news: VNET is placed mainly on its size in Data centers |
In the other seven divisions, each company's place comes mainly from its size, measured by stock market value or latest private valuation and by revenue, with a small capped nudge from its sourced news. Revenue is taken from the company's own filings or results. Revenue in other currencies is converted to US dollars at the Federal Reserve rate on the last day of each company's financial year.
A company with a value but no published revenue is placed on its value alone and says so. A company with published revenue but no published value is placed on its revenue alone and says so. A company with no sourced size figure is not given a place yet. Large companies with many businesses are placed on their whole size and say so.
Rankings place a company within its division by fixed factors and the sourced news. They are not a forecast or a recommendation about any security.
Rankings show where a company stands in the AI economy. They say nothing about its shares.
Private companies are placed on their latest sourced valuation, and where that valuation is about a year old or more, the line says when it was set.
Sectors in this division
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This is general information, not investment advice.