May. 31 at 7:51 PM
The first of MANY AI racks are coming through 2030. Power & cooling names set to ride the wave:
7% Power & Liquid Cooling
$VRT – datacenter power + cooling solutions, AI load ramp
$ETN – infrastructure leader, steady tailwind from hyperscale builds
$PWR – modular power systems, levered to GPU-heavy racks
$MOD – liquid cooling tech for next-gen AI deployments
These are the behind-the-scenes winners powering AI compute growth. Supply chain exposure matters,this is where margin meets demand.