Reported about 13 hours ago
Amidst the growing energy demands of artificial intelligence (AI) data centers, traditional cooling and power solutions face significant challenges. Companies like Vertiv, Eaton, and Quanta Services are stepping up to provide essential infrastructure that supports cooling and electricity distribution for AI clusters, capturing essential spending ahead of AI deployment. These infrastructure stocks are set to benefit as AI workloads expand, requiring effective power management and thermal solutions regardless of the evolving chip architectures.
Source: YAHOO