AI data center buildout is driving growth for Dell Technologies, Digital Realty Trust, and Western Digital.

The entities involved

• Dell Technologies →

  American multinational technology company

  • Goldman Sachs forecasts guide market expectations for AI servers.Mon 13:44
  • Navitas Semiconductor and Dell Technologies are collaborating on AI data center and laptop charger technology using advanced chips.Mon 10:39
• Digital Realty Trust →

  American datacenter company

  • Hewlett Packard Enterprise provides private cloud solutions to Digital Realty.Sun 15:56
  • Both Digital Realty Trust and Equinix are benefiting from the growth of the data center sector.Fri 06:54
• Western Digital →

  American computer storage corporation

  • Morgan Stanley raised its price target on Western Digital to $78 on July 3, 2025.Sun 15:05
  • Micron Technology, Western Digital, and SanDisk are all companies operating in the storage and memory sector.Fri 18:21

Related events

• Dell Technologies and Super Micro Computer are competing in the AI infrastructure market.Jul 24
• Micron Technology and Dell Technologies are leading the AI infrastructure buildout, with executives discussing the strategic shifts required to become major datacenter providers.Aug 10
• Dell Technologies and Arista Networks are both tied to the current AI capital spending boom.Sep 7
• Dell Technologies and UiPath are competing against each other for enterprise digital transformation budgets.Aug 25
• AI Factory and Dell Technologies are experiencing solid demand for AI-optimized servers.Jun 7