Report
Richard Williamson

Northern Data Group - Flagship European provider of AI infrastructure

Northern Data is a diversified provider of artificial intelligence (AI) and high-performance computing (HPC) solutions. The group has successfully expanded into generative AI cloud services and liquid-cooled data centre infrastructure, while maintaining its technological heritage. With the largest AI hardware cluster in Europe and specialised data centres, Northern Data is poised to capitalise on the substantial opportunity within the generative AI market, where demand currently outstrips supply. Its elite partnership with NVIDIA positions it as the European torch bearer for the most innovative and cutting-edge generative AI hardware and housing currently on the market.
Underlying
Northern Data AG

Northern Data AG is a Germany-based company engaged in the information technology (IT) industry. The Company develops and builds infrastructure solutions in the area of High-Performance Computing (HPC). The Company offers its solutions in such areas as machine learning and artificial intelligence (AI), big data analytics, blockchain, game streaming, video rendering and others. The Company offers its HPC solutions both stationary in large centers and in mobile, high-technology data centers based on containers, which can be set up at any location worldwide. The Company combines self-developed software and hardware with intelligent concepts for a sustainable energy supply. The Company serves customers worldwide.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Richard Williamson

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