Reported 11 months ago
Neuberger Berman Climate Innovation Portfolio Manager Evelyn Chow discusses the industrial sector's involvement in the AI and electrification space, highlighting Nvent Electric as a leader in liquid cooling critical for AI data centers. Industrial companies are seen to be keeping pace with tech giants due to their participation in AI. Chow emphasizes the importance of clean energy for data centers and suggests companies like Eaton and Xylem as key players in the AI electrification theme, focusing on energy efficiency and water infrastructure, respectively.
Source: YAHOO