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The AI Revolution Needs Cooling – and right here I see one of the most exciting opportunities in the entire AI investment universe. Hyperscalers are pouring hundreds of billions of USD into the construction of AI data centers, and the next chip generation – led by the NVIDIA Vera Rubin Systems , expected to be delivered by the end of 2026 – will run so hot that traditional fans and air conditioners are simply obsolete. Liquid cooling and Advanced Thermal Management will become the essential standard for every AI data center, making them the...
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