nVent: Liquid Cooling For Data Centers
First, ChatGPT launched the AI evolution. Then, the hyperscalers scrambled to build AI models and acquired US$ billion in Nvidia ( NVDA ) chips. This led to a data center infrastructure buildout that drove equipment Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to ...