Nvidia’s data center revenue rose 117% to $89 billion in one quarter, and Vertiv’s sales jumped 61%. Here is who supplies the chips, power and cooling behind the AI build-out.
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Expert guides, analysis and tool comparisons on Biggest Data Center Players from the kurums.com Technology desk — written for business decision-makers and updated as the market moves.
Nvidia’s data center revenue rose 117% to $89 billion in one quarter, and Vertiv’s sales jumped 61%. Here is who supplies the chips, power and cooling behind the AI build-out.
From QTS at about $10 billion to Aligned at roughly $40 billion, private capital now owns many of the world’s largest data center platforms. Here is who owns what.
CoreWeave’s backlog topped $100 billion in 2026 as Microsoft, Meta and OpenAI rented GPU capacity. Here is how neoclouds work, who funds them and what could go wrong.
Equinix expects about $10.3 billion of 2026 revenue from 282 data centers, but private platforms like QTS, Vantage and Aligned now rival the REITs on megawatts.
AWS holds 28% of the cloud market, but Microsoft, Google, Meta and Oracle are each spending tens of billions on gigawatt campuses. Here is how the five compare in 2026.
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