Insider Monkey·2025-12-11 07:43Core Insights - The data center infrastructure market is projected to reach $1 trillion by 2030, driven by significant investments in AI and emerging technologies like quantum computing [1][4]. Industry Overview - The demand for data centers is surging due to AI infrastructure investments, with industry leaders confirming operations are at capacity [2]. - Future growth in the data center sector is expected to be propelled by advancements in quantum computing, which may surpass the current AI infrastructure demand [3][4]. Company Developments - Supermicro has expanded its Nvidia Blackwell portfolio by launching new liquid cooling systems that capture 98% of system heat, indicating a trend towards advanced cooling solutions [5]. - Vertiv Holdings Co. completed its acquisition of PurgeRite for approximately $1 billion to enhance its thermal management services for AI and high-density computing data centers [10][11]. - SPX Technologies announced a definitive agreement to acquire Crawford United Corporation for about $300 million, aiming to expand its HVAC capabilities [12][14]. Financial Performance - Vertiv Holdings Co. is projected to maintain a revenue growth rate of around 28% for the current year, similar to the previous year's growth [11]. - SPX Technologies reported total revenue of $2.16 billion over the last 12 months, with a solid revenue growth of 12.6% [13].