The artificial intelligence (AI) boom has produced some major winners, including GPU companies like NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), and memory companies like Sandisk (NASDAQ:SNDK) and Micron (NASDAQ:MU).
Goldman Sachs Analyst Touts Liquid Cooling As Next AI Trade Now, a senior Goldman Sachs (NYSE:GS) analysts has predicted that liquid cooling is the next big AI trade to consider.
In a podcast, Shawn Tuteja, who covers technology for the company, said that data center companies will shift to liquid cooling solutions to save money.
The argument is that a shift to liquid cooling will see companies save as much as 10x the amount of electricity that goes towards cooling.
While the liquid cooling theme is up by 30% this year, he expects that companies in the industry have room to run.
