Hyperscale Data Centers Surge
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hyperscale data centersThe Motley Fool
•Prediction: This Company Will Be the Biggest Beneficiary of Super Micro Computer's Problems
79% Informative
Data center infrastructure needs are exploding, and Dell looks like the company in the best position to benefit over the next several years .
Hyperscale centers have spiked recently and are forecast to grow by 120 to 130 annually .
Dell's Infrastructure Solutions Group earned $11.6 billion in its most recent quarter , so potentially picking up billions of dollars in revenue from a competitor would be an enormous boon.
The Motley Fool recommends the following options: long January 2026 $ 395 calls on Microsoft .
Suzanne Frey is an executive at Alphabet .
Bradley Guichard has positions in Amazon and Dell Technologies .
He also recommends Meta Platforms , Amazon , Meta Platform , and Microsoft .
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