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Technology Stocks : Investing in Exponential Growth
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From: Paul H. Christiansen12/14/2018 11:22:11 AM
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2018-12-13 - Data Center/Cloud Platform Total Addressable Market (TAM) Expansion is Bigger Than You Thought

Through a series of industry events, I spent some time digging deeper into the data center and cloud platform market. Mostly, at a technical/semiconductor and component level, but the deeper I went into the markets that drive growth, the more I realized how much I previously had underestimated the TAM growth ahead for companies which supply components to the data center and the cloud platforms themselves.

At this point, I think even the most bullish TAM growth forecasts may be conservative as the world may be moving faster than analyst forecasts are assuming. Most forecasts peg the data center market at a sizable $200 billion market by 2020. But nearly every company from Intel, Nvidia, Microsoft, Google, AMD, and Amazon are seeing faster than forecasted growth from the data center business each year. This is a signal of a snowball effect that doesn’t seem like it will slow down. The dependence on cloud platforms and thus data centers is growing so quickly thanks to a few trends like machine learning/AI and e-commerce to name a few. There are other markets to discuss, but in this analysis, I want to show how just these two markets alone are likely to drive faster than anticipated growth in data center and cloud.

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