Skip to content
Report

Long-Term Outlook for Data Center Equipment Growth

By Xavier Smith, Director of Research, Energy & Industrials and Sean Carmichael

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.

Explore more

EMEA Outlook 2026: Navigating Inflation, Manufacturing Shifts and AI Adoption

The extent to which EMEA economies can tame inflation, manage weakness in the auto sector, and harness AI for growth will be key to their economic prosperity in the months to come. In this report, we explore how these themes will impact EMEA in the second half of 2026.
Report cover for 'EMEA Outlook 2026: Navigating Inflation, Manufacturing Shifts and AI Adoption' by Shelly Hagan, featuring a globe and an upward trend arrow.

Top AI Use Cases for Life Sciences Market Intelligence

Across life sciences functions, platforms like AlphaSense are streamlining the entire decision cycle. This report covers the top AI use cases that have transformed how the industry’s leading teams reach defensible answers.
Top AI Use Cases for Life Sciences Market Intelligence, with illustrations of a DNA helix, bar chart, and building on a blue grid.

Mid-Year AI Checkpoint: The Shift from Wow to Work

The first half of 2026 marked a turning point for AI. The focus shifted away from breakthrough demos to the harder questions of deployment, integration, and real-world impact. As AI became more deeply embedded in products, workflows, and business operations, organizations faced new questions around measurement, governance, workforce impact, trust, and control.
Mid-Year AI Checkpoint: The Shift from Wow to Work, by Sarah Hoffman. A graphic with a timeline, a sparkling marker, and an AIAIAI logo.

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.