Computer Hardware
This industry manufactures the physical computing devices and peripherals that process data, including personal computers, data center servers, and storage units.
Why it exists
Computer hardware exists to provide physical computing power for processing, storage, and networking.
Why it’s necessary
All digital activity ultimately resolves into physical computation.
Key components
Servers, PCs, workstations
Storage systems
Peripherals
Cooling and power systems
How to evaluate businesses
Look at unit volumes, channel inventory, replacement cycles, margin per device, and enterprise vs consumer mix. Hardware leaders survive on scale, supply-chain mastery, and ecosystem integration.
How the industry could be improved
More modular designs, longer lifecycle devices, automated provisioning, and tighter coupling between hardware and AI workloads.