Energy

Data Center M&A Surge: 11 Major Suppliers Battle for Dominance

This Research Note examines the major acquisitions, investments, and partnerships in the data center infrastructure sector since October 2024. We chart the activities of 11 primary suppliers of infrastructure to this vertical market as AI-driven demand and intense competition drive M&A and investment. Acquisitions, Investments & Partnerships in Data Center Infrastructure Our chart below documents the M&A, strategic investments, and partnerships of the major suppliers of data center infrastructure.  This non-exhaustive list focuses on the major investments and transactions by 11 major suppliers to the sector from October 2024 to date. The suppliers are ranked according to their estimated revenues in this vertical market. This snapshot of deals and partnerships over a 17-month period indicates the intense activity that has been undertaken, with 19 acquisitions and 19 alliances focused on the data centers market. Many of the major suppliers of data center infrastructure augmented their capability in liquid cooling through acquisitions or investments over these […]

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