Software - Infrastructure

Cloud platforms, hyperscale operators, and data center & edge infrastructure powering modern software workloads.

Product categories in Software - Infrastructure

Cloud Computing — IaaS, PaaS, and cloud platform services
Data Center Infrastructure — Servers, racks, cooling, and power systems for data centers
Edge Computing — Edge servers, gateways, and distributed computing platforms
Hyperscalers — Major cloud operators (AWS, Azure, GCP, Meta, Oracle, Alibaba, Tencent, Baidu, Naver) and tier-2 / neocloud providers (DigitalOcean, OVHcloud, Rackspace, Kingsoft) tracked as a demand signal across multiple theses (photonics, HBM, AI accelerators, power, cooling). Excludes SaaS apps, telcos, REITs, and IT services firms.