Analysis-Not Just Nvidia: These Power and Cooling Firms Are Riding the Trillion-Dollar Data Centre Boom

Beyond Nvidia: these power and cooling firms are benefiting from the data centre boom

Surging AI workloads are reshaping data centre infrastructure, creating opportunities for suppliers while exposing growing power, cooling and supply constraints

Analysis-Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom

DATA-CENTRES-SUPPLY-CHAIN:Analysis-Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom

Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom

China’s Role in the Trillion-Dollar Data Center Boom

While Nvidia is synonymous with the AI boom, a lesser-known group of power and cooling equipment suppliers is cashing in on a global data center construction spree as developers race to avoid infrastructure bottlenecks. Energy-hungry data centers have triggered a surge in demand for equipment ranging from transformers to advanced cooling systems. McKinsey forecasts nearly $7 trillion in data center investment globally by 2030; Nvidia expects AI …