MarketPulse

hyperscale data centers

4 articles
The Motley FoolThe Motley Fool··Micah Zimmerman

Iranian Drone Strike on AWS Data Centers Signals New Geopolitical Risk for Cloud Giants

Iranian drones struck AWS data centers in UAE and Bahrain on March 1, marking first military attack on hyperscaler. While $1B loss is manageable, incident shifts AI infrastructure investment toward Northern Europe, India, and Southeast Asia due to geopolitical risk concerns.
METAMSFTAMZNGOOGGOOGLcapital expenditureAI infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Sns Insider

Optical Interconnect Market Poised to Surge to $67.14B by 2035

U.S. optical interconnect market projected to reach $67.14B by 2035 with 13.86-14.14% CAGR, driven by data center and AI expansion.
AVGOANETCSCOINTCCIEN+1cloud computinghyperscale data centers
GlobeNewswire Inc.GlobeNewswire Inc.··Marketsandmarkets™

Data Center Liquid Cooling Market to Explode 32.7% Annually, Reaching $2B by 2032

Data center liquid cooling fluids market projected to surge from $0.28B in 2025 to $2.01B by 2032, driven by AI and high-density computing demands.
XOMSHELCCDOWenergy efficiencyAI workloads
Investing.comInvesting.com··Benjamin Rains

Vertiv Outpaces Nvidia With Strong AI Infrastructure Momentum

Vertiv stock surges 1,400% in three years, outpacing Nvidia. Strong 2026 guidance projects 34% revenue growth driven by AI infrastructure demand.
NVDATSMVRTAI infrastructuredata center cooling