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Global Market: Data centre boom fuels demand for power, cooling equipment suppliers
The global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome infrastructure bottlenecks. Rising demand for transformers, efficient power systems and liquid cooling is benefiting companies across Asia, although high valuations, supply constraints, competition and deployment delays remain key risks for investors.
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forbes.com
AI Data Center Boom Could Reach $7 Trillion By 2030. Who Wins?
As AI data centers demand more power and cooling, the companies supplying that critical infrastructure are already reporting significant growth.
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economictimes.indiatimes.com
data centre construction: Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom - The Economic…
McKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain robust for years.
