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Schneider Electric, a French company (owners of APC), absolutely dominates the datacenter infrastructure market at somewhere over 1/3 (probably closer to 1/2) o
by busterarm 2y ago
Schneider Electric, a French company (owners of APC), absolutely dominates the datacenter infrastructure market at somewhere over 1/3 (probably closer to 1/2) of overall TAM.
EU companies many not be storing the data but they're certainly in the "making shovels" business. And that's kind of the deal. France quietly takes a huge percentage of revenue without most companies being the wiser.
If EU companies start moving their infrastructure elsewhere, I'm sure that American datacenter/cloud companies will reconsider who they buy their racks, PDUs, etc, from.