Hyperscale Data Centers: The World's Data Hunger Cannot Be Satisfied

The unstoppable rise in data center investments reflects our growing demand for storage and processing capacities, particularly driven by the colossal requirements of artificial intelligence. The scale of data centers ranges from relatively small facilities to gigantic complexes offering more than 100,000 square meters of space, with those from technology giants like Microsoft, Amazon, Alphabet, and Meta often being among the most impressive. An outstanding example is the future plans of Meta and Microsoft: Meta plans to begin constructing a 715,000 square meter campus in South Carolina in 2025. In parallel, Microsoft is investing one billion dollars in a project in La Porte, Indiana. Recent developments show that the number of these so-called hyperscale centers has rapidly increased. As early as 2024, the number exceeded the 1,000 mark, with projected growth of 120 to 130 new centers per year. These expanding infrastructures require countless servers, storage solutions, and other components, offering exciting opportunities for investors. For the suppliers of this industry, there is great potential. Dell Technologies is a leader here and will benefit from the current challenges of competitor Super Micro Computer. While Supermicro is facing some problems, Dell is positioning itself, with a revenue of 11.6 billion dollars in the most recent quarter alone in the infrastructure sector, as a strong player in this segment. To answer the question of whether Dell shares are a buy at this time: Dell's recent business figures are impressive, but the forecasts of analysts for the coming years arouse even more interest. Revenue rose by 9% in the second quarter of fiscal year 2025 to 25 billion dollars, with a remarkable 86% increase in earnings per share to 1.17 dollars. The impressive 38% year-over-year growth in the infrastructure segment also promises bright prospects.