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Report

Long-Term Outlook for Data Center Equipment Growth

By Xavier Smith, Director of Research, Energy & Industrials and Sean Carmichael
IndustryEnergy, Tech, Media, & Telecom

The rise of AI, machine learning, and high-performance computing has driven demand for data centers, along with the services required for maintaining them.

Yet concerns over the sustainability of demand and capacity constraints have called the data center trade into question. Market uncertainty has amplified these concerns.

In this report, we explore key questions about the data center infrastructure market and demonstrate how expert transcripts, broker research, earnings calls, and other insights from the AlphaSense platform can help you navigate through market uncertainty.

About the Authors

  • Xavier Smith, Director of Research, Energy & Industrials

    Xavier serves as the Director of Research, Energy and Industrials at AlphaSense. Before joining AlphaSense, Xavier worked as an equity portfolio manager at various firms including Goldman Sachs, and Gugenheim. Xavier has equity market experience in London as well as New York. Xavier received an MBA from the Wharton School and a BA from Tulane University.

  • Sean Carmichael

    Sean is a Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.

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