Data Center Stocks 2024. The debut of ai pcs forecast to hit the market in 2024 and then flourish thereafter will drive more business for its ryzen processors. Data center stocks are a $200 billion/year megatrend.
Data center companies, cloud and colocation providers leading 2024 include aws, amd, cisco, dell, google, nvidia, equinix, hpe, ibm, microsoft and tierpoint. Shares of data center equipment designer arista networks (anet 0.54%) have been on fire, more than doubling since the start of 2023.