Thread by @TheRayMyers

Brookfield forecasts that Global Data Center Capacity will expand by 10x 🚀

Here are 15 companies driving this growth!

Thread: 🧵

1/ Nebius

$NBIS is the fast-growing Data Center company that specialises in AI training and inference services.

The company just signed a massive 5-year $17.4B contract with Microsoft.

It is currently expanding the data center business in:

- Finland
- Iceland
- New Jersey
- UK
- France
- Israel

2/ Iren

$IREN is transforming the cloud for the AI era with next-generation infrastructure built specifically for training and deploying AI models.

IREN's advanced compute infrastructure, powered by high-performance GPUs and purpose-built systems, comes fully integrated with AI training frameworks.

Developers can scale effortlessly, driving down costs while speeding up the entire AI development cycle.

By 2027, they should have a data center capacity of 2910MW.

3/ Nvidia

$NVDA is redefining the future of computing and driving the rapid expansion of AI-focused data centers worldwide.

The surge in AI workloads demands infrastructure capable of massive processing and unprecedented speed. Nvidia's industry-leading GPUs, combined with its CUDA platform and AI-optimized hardware like the H200, have become the backbone of next-generation data centers.

Nvidia’s technology accelerates training and inference at scale, enabling businesses to handle the explosive growth of AI applications efficiently. This dominance has positioned Nvidia at the center of the data center buildout boom, powering most of the newly built data centers.

4/ Oracle

$ORCL is rapidly expanding its cloud infrastructure and AI-ready data centers.

Recently, the company reported a MINDBOGGLING $320B single-quarter increase in the backlog, driven by a $300B deal with OpenAI.

Their investments in next-generation cloud regions and high-performance computing infrastructure are enabling enterprises to run AI workloads at scale with speed and security.

With strategic partnerships and cutting-edge hardware integrations, Oracle is positioning its data centers to meet the surging demand for AI-driven innovation across industries.

As businesses adopt AI-powered solutions, Oracle’s growing global network of cloud regions ensures the performance, reliability, and scalability needed to power mission-critical enterprise applications and the next wave of digital transformation.

5/ AMD

$AMD is fueling the next wave of data center buildout with its high-performance CPUs, GPUs, and adaptive computing solutions designed for AI and cloud-scale workloads.

As enterprises and hyperscalers race to expand AI infrastructure, AMD’s EPYC processors and Instinct accelerators deliver the compute power, energy efficiency, and scalability required for modern data centers.

With strategic wins across cloud providers, supercomputing centers, and enterprise deployments, AMD is rapidly becoming a key player in powering the AI data center buildout.

6/ TSMC

$TSM is at the heart of the AI and data center revolution, manufacturing the world’s most advanced semiconductors that power the next generation of infrastructure.

As hyperscalers and enterprises accelerate data center expansion, TSMC’s cutting-edge process technologies are enabling the high-performance, energy-efficient chips needed for AI training, inference, and cloud-scale computing.

By partnering with industry leaders like Nvidia, AMD, and Apple, TSMC provides the silicon backbone for GPUs, CPUs, and AI accelerators, driving the explosive growth of data centers worldwide.

With AI and cloud adoption surging, TSMC remains the foundational enabler of the chips powering tomorrow’s data infrastructure.

7/ Arm

$ARM is supporting the data center industry by delivering IP for energy-efficient, high-performance processors.

Arm’s CPU designs are enabling cloud providers and chipmakers to build processors with exceptional performance-per-watt efficiency. This efficiency is critical as data centers face both power and space constraints while deploying ever-larger AI models.

With growing adoption from leading cloud platforms and semiconductor partners, Arm-based CPUs are powering everything from AI inference clusters to next-generation cloud-native data centers.

As the industry pushes toward more efficient, AI-driven infrastructure, Arm’s technology is becoming central to building the energy-efficient data centers of the future.

8/ Broadcom

$AVGO is accelerating the global data center buildout by providing high-speed connectivity, custom silicon, and networking solutions.

As AI workloads drive massive increases in data movement across hyperscale data centers, Broadcom’s Ethernet switching, PCIe, and custom ASIC solutions ensure the low-latency, high-bandwidth performance needed for training and inference at scale.

Broadcom is powering the infrastructure growth behind cloud computing, and its solutions remain critical to unlocking the speed, efficiency, and scalability needed for the data center era.

9/ Equinix

$EQIX is expanding its global network of high-performance data centers, providing the critical physical infrastructure.

Equinix’s carrier-neutral data centers offer the capacity, interconnection, and proximity needed for low-latency, high-bandwidth computing. Its facilities host the cloud providers, GPU clusters, and networking backbones that enable massive AI training and inference workloads at scale.

With investments in power efficiency, cooling innovations, and edge data center expansion, Equinix is addressing the surging demand for AI-ready infrastructure.

As AI adoption accelerates, Equinix’s role as the foundational layer for compute, storage, and interconnectivity positions it at the heart of digital infrastructure growth.

10/ Google

$GOOGL is leading the charge in AI-driven data center expansion, building some of the world’s most advanced cloud and AI infrastructure.

With its hyperscale Google Cloud Platform and custom AI hardware like Tensor Processing Units (TPUs), Google is designing data centers optimized for massive AI training and inference workloads.

As AI adoption accelerates across industries, Google’s combination of cutting-edge hardware, software, and cloud services positions it at the center of the AI-powered data center revolution.

11/ Amazon

$AMZN is rapidly expanding its data center footprint through AWS.

Their data centers host some of the most powerful AI infrastructure in the world, offering cutting-edge compute instances powered by custom silicon like Trainium and Inferentia. This enables enterprises, startups, and researchers to build and deploy AI models faster and more efficiently.

Its partnerships with leading AI companies and integration of generative AI services into AWS position Amazon as a key enabler of the AI-driven data center boom.

As AI adoption accelerates, Amazon’s combination of massive scale, custom hardware, and cloud services keeps it at the forefront of powering the world’s data center boom.

12/ Vertiv

$VRTV is playing a critical role in supporting the global data center boom by supplying essential packaging, facility solutions, and logistics services to the next-generation digital infrastructure.

As hyperscalers, cloud providers, and enterprises rapidly expand data center capacity to meet the explosive demand for AI and cloud computing, Veritiv ensures the reliable delivery of materials and operational supplies that keep construction and maintenance projects on track.

Its expertise in supply chain management and facility optimization helps data center operators achieve efficiency goals at scale.

13/ Arista Networks

$ANET is enabling the next generation of data centers with its networking solutions designed for speed and scalability.

As AI workloads require massive clusters of computing equipment to work seamlessly together, Arista’s cloud networking platforms deliver the ultra-low latency, high-bandwidth connectivity needed. Its advanced switching and routing technologies form the backbone of modern AI data centers, enabling efficient data movement.

Arista is addressing the surge in demand for AI-optimized networks while maintaining a focus on energy efficiency and operational simplicity.

14/ Micron

$MU is enabling the AI-driven data center revolution with next-generation memory and storage technologies.

As AI models grow in size and complexity, the need for ultra-fast, high-capacity memory becomes critical. Micron’s innovations in DRAM, NAND flash, and high-bandwidth memory provide the speed and efficiency required for AI training, inference, and real-time data analytics in hyperscale data centers.

Micron helps cloud providers, enterprises, and AI developers overcome data bottlenecks, accelerating everything.

As global data center capacity expands, Micron’s position in memory and storage technologies positions it as a foundational enabler of the data center infrastructure.

15/ Alibaba

$BABA is driving the expansion of AI-ready cloud services across China and Southeast Asia.

Alibaba Cloud is investing heavily in high-performance computing infrastructure optimized for AI training, inference, and big data analytics. Its data centers deliver the scalability and speed required for the next wave of generative AI and enterprise AI applications.

As AI adoption accelerates across industries, Alibaba’s expanding data center footprint positions it as a key player in powering the digital transformation of businesses and governments.

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