The following video is part of our "Motley Fool Conversations" series, in which technology editor/analyst Andrew Tonner and technology analyst Evan Niu discuss topics across the investing world.

With computing continuing to migrate to the cloud, the importance of data is also skyrocketing. One of the most significant aspects of data center infrastructure is data storage, and as the industry shifts to the solid-state paradigm, a handful of companies stand to benefit.

Evan Niu and Andrew Tonner have no positions in the stocks mentioned above. The Motley Fool owns shares of EMC. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.