451 Research

Yesterday in Singapore, S&P Global Energy, 451 Research, and datacenterHawk brought together our leading analysts to explore the convergence of data centers, energy, and digital infrastructure in the Asia-Pacific region. Discussions focused on AI-driven data center demand, power availability, clean energy technologies, and sustainability trends shaping APAC's digital future. As AI accelerates demand for both energy and digital infrastructure, organizations need a connected view of these markets. Through the combined expertise of S&P Global Energy, 451 Research, and datacenterHawk, we're helping customers navigate the intersection of power, data centers, technology, and investment. Thank you to everyone who joined us in Singapore! #digitalinfrastructure #energy #DataCenters #APAC #451Research

What does the ROI of a Prime Business membership look like for organizations today? That's the question 451 Research set out to answer in a recent Technology Impact on Business Report commissioned by Amazon Business. The study explored the ROI and operational benefits of Prime Business, helping quantify how organizations can reduce procurement costs, improve efficiency, and save time across teams. It's one example of how we partner with leading organizations to develop evidence-based thought leadership, validate customer outcomes, and support strategic business decisions. Read the report: https://okt.to/YVN23b Interested in bringing data-driven insights to your own marketing, product, or growth initiatives? Learn more about our Strategic Advisory & Go-to-Market Services: https://okt.to/z6IHRp

AI can access data. But how good is it at understanding the context behind it? In this week's Next in Tech podcast episode, Sheryl Kingstone joins Eric Hanselman to discuss headless AI and the challenge of connecting enterprise systems in ways that preserve the business logic, controls, and context organizations depend on. As agentic AI continues to evolve, understanding how applications, data, and AI work together could be critical to realizing its full potential. 🎧 Listen now: https://okt.to/LaxCiv #AI #AgenticAI #EnterpriseIT #NextInTech #451Research

Storage infrastructure is increasingly being asked to do more than store data. Organizations are looking to better understand how data is accessed, where it's accessed from, and what those insights can reveal about security risks and operational resilience. As a result, a growing number of storage vendors are expanding their focus to include security capabilities. On this week's Next in Tech podcast episode, 451 Research analysts Henry Baltazar and Justin Lam join host Eric Hanselman to discuss what's driving this shift, the challenges organizations face in bridging storage and security teams, and what it could mean for digital resilience. 🎧 Listen now: https://okt.to/LmioZU #Storage #Cybersecurity #DigitalInfrastructure #DigitalResilience #EnterpriseIT #NextInTech #451Research

The AI build-out is often measured in GPUs, data centers and power demand, but investors may be watching something else: credit markets. 451 Research's Steve Moretti shares his perspective on why recent developments surrounding CoreWeave's 2032 bonds could offer insight into how lenders are assessing debt-funded AI infrastructure and the industry's ability to convert ambitious expansion plans into long-term revenue growth. #CloudComputing #DigitalInfrastructure #AI #CapitalMarkets #451Research

Enterprise AI workloads are now being deployed on-premises nearly as often as they are in the cloud. The shift is creating new demands on networking infrastructure, with organizations placing increasing emphasis on factors such as operational simplicity, memory sharing, power efficiency and deployment flexibility. Our latest research examines how both established vendors and emerging startups are competing to address these requirements and shape the future of AI networking. 📖 Read the full research: https://okt.to/7ib2FH #AI #EnterpriseAI #CloudComputing #Networking #DigitalInfrastructure #451Research

As African Energy Week comes to a close, we're reflecting on a week of insightful discussions, new connections and important conversations about the future of energy and digital infrastructure across the continent. Throughout the event, 451 Research analysts shared perspectives on the growing intersection of AI, data centers, connectivity and energy, highlighting the opportunities and challenges shaping Africa's digital future. While the event has come to a close, the insights continue. We're pleased to share The State of African Data Center Market, a market report produced by 451 Research in collaboration with the African Energy Chamber highlighting the growth drivers, investment opportunities and energy infrastructure implications of the data center market in Africa. 📖 Download the complimentary report: https://okt.to/g6yVsG Thank you to the African Energy Chamber, our fellow speakers and everyone who connected with us throughout the week. #AfricanEnergyWeek #AEW2026 #DataCenters #DigitalInfrastructure #AI #Energy #Africa #451Research

The AI race is no longer just about building the best chip. As hyperscalers accelerate development of in-house silicon, technology providers are increasingly differentiating through software, IP, ecosystems and AI applications. NVIDIA's acquisition of Hugging Face and AMD's acquisition of World Labs are just two examples of how the competitive landscape is shifting. 451 Research's Owen Chen shares his perspective. #Hyperscalers #digitalinfrastructure #NVIDIA #AMD #GPU #451Research

Continuing our coverage from African Energy Week AEC, 451 Research data center analyst Mai Barakat joined industry leaders from Space 42, Angola Cables, Uptime Institute, Power Intelligence Group and Resourceful Group to explore how Africa's gas producers, infrastructure developers, utilities and policymakers can capitalize on the growing shift toward gas-powered digital infrastructure. As AI adoption and digital infrastructure investment accelerate, the discussion highlighted how natural gas is emerging as a strategic source of power for data center development across the region, helping address growing demand for reliable energy while supporting Africa's digital ambitions. #AEW2026 #AfricanEnergyWeek #DigitalInfrastructure #DataCenters #NaturalGas #AI #451Research

Can AI help solve the energy challenges it's helping create? On this week's Next in Tech episode, 451 Research analysts Jean Atelsek, Rich Karpinski, Brian Partridge, and Melanie Posey share insights from the AWS Energy Symposium and LF Energy Summit, exploring everything from power procurement and grid constraints to the emerging role of AI in grid operations. 🎧 Listen to hear what's driving the conversation around AI in energy, and energy in AI: https://okt.to/1nsbOo #AI #Energy #DataCenters #DigitalInfrastructure #PowerGrid #NextInTech #451Research