PLAYERS
TRENDS
Industry growth drivers
Hardware trends
Software trends
INDUSTRY ANALYSIS
The Internet of Things, the cloud and AI are driving growth in the data center industry
The mobile revolution is spreading all the way up to the data center
Optimising latency is the biggest challenge facing hyperscale data centers
The fireworks are largely at the software level…
Software defined networking could turn the networking industry upside down
Mergers and acquisitions
Winners and Losers
Timeline
VALUE CHAIN
Semiconductors
Servers and storage
Networking equipment
Software
Data center operators
COMPANIES SECTION
Public Companies
Private companies
Networking equipment sector scorecard
Who’s who in the servers, storage and networking equipment sector
Thematic screen
Valuation screen
Risk Screen
Internet infrastructure software sector scorecard
Who’s who in the internet infrastructure software sector
Thematic screen
Valuation screen
Risk Screen
Semiconductor sector scorecard
Who’s who in the semiconductor sector
Thematic screen
Valuation screen
Risk Screen
TECHNOLOGY BRIEFING
A brief history of networking
The OSI Model
GLOSSARY
APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

Companies Mentioned
- 21 Vianet
- Acacia Comms
- Adlink
- Adtran
- Adva Optical Networking
- Aixtron
- Akamai
- Alibaba
- Alphabet
- Amazon
- AMD
- AMS
- Analog Devices
- Applied Optoelectronics
- Arista Networks
- Arris
- ASML Holding
- Bazaarvoice
- Box
- Broadcom
- Brocade Comms
- Ciena
- Cirrus Logic
- Cisco
- Citrix Systems
- Cloudera
- Commscope
- CommVault
- Cray
- Cypress
- Dawning
- Dialog
- Diodes
- Equinix
- Ericsson
- Extreme Networks
- F5 Networks
- Fabrinet
- Finisar
- Fujitsu
- Gigamon
- GMO Internet
- GoDaddy
- Himax
- Hitachi
- Hortonworks
- HP Enterprise
- IBM
- Imagination Tech
- Infineon
- Infinera
- Inspur Electronic
- Intel
- InterDigital
- Interxion
- J2 Global
- Juniper Networks
- Keysight Tech
- Lenovo
- LivePerson
- LogMeIn
- Lumentum
- Macom
- Marvell
- Maxim
- MediaTek
- Melexis
- Microchip
- Micron
- Microsemi
- Microstrategy
- Mitel Networks
- Mobileye
- Monolithic Power Systems
- Motorola Solutions
- Nanya Tech
- NEC
- NeoPhotonics
- NetApp
- Netgear
- NetScout
- Nokia
- Nutanix
- Nvidia
- NXP
- Oclaro
- On Semiconductor
- PayPal
- Pure Storage
- Qorvo
- Qualcomm
- Realtek Semiconductor
- Renesas
- RingCentral
- Samsung Electronics
- Seagate
- Sercomm
- Shopify
- Silicon Labs
- Silicon Motion
- Silver Spring
- SK Hynix
- Skyworks
- SMIC
- STMicroelectronics
- Teradyne
- Texas Instruments
- Tokyo Electron
- TSMC
- Twilio
- Ubiquiti Networks
- UMC
- United Internet
- Vanguard
- Viavi
- VMware
- Vonage
- Web.com
- Western Digital
- Xilinx
- Xunlei
- Zayo
- ZTE