The $4 trillion AI boom has largely been driven by Palantir’s sophisticated models and Nvidia's highly powered GPUs. Investors have poured billions of dollars into silicon, but a bottleneck formed as Rubin and Blackwell chips become smarter, faster, and… hotter. When chip power densities exceed what traditional cooling can maintain, these systems start to, well, not work. Chips like Nvidia Blackwell and Rubin require a sophisticated thermal cooling and power management system to prevent them from becoming ...

Industry Overview - The artificial intelligence (AI) industry is poised for significant growth, with spending on AI infrastructure expected to rise from $500 billion in 2022 to $1.4 trillion by 2030, reflecting an annualized growth rate of over 20% [2] - The AI infrastructure market is still in its early stages, with the potential for substantial expansion as platforms become more accessible to users [1] Company Analysis Vertiv - Vertiv is positioned to benefit from the growth of AI data centers, focusing on cooling solutions to manage heat generated by advanced computing equipment [4][5] - The global data center cooling market is projected to grow at an average rate of over 10% per year through 2034, with Vertiv's liquid cooling solutions at the forefront [5] - Vertiv's revenue has increased nearly 30% in the first three quarters of 2025, with profits more than doubling during this period [9] Digital Realty Trust - Digital Realty Trust operates as a real estate investment trust (REIT), owning over 300 data center facilities and generating nearly $1.6 billion in revenue in the last quarter, marking a 10% year-over-year increase [13][14] - The company has a strong track record of 20 consecutive years of revenue growth and offers a dividend yield of 3.1%, providing a stable income component for investors [14] Nebius Group - Nebius Group specializes in data centers designed for AI developers, reporting a remarkable year-over-year revenue growth of 355% to $146 million in Q3 2024, although it also experienced a significant increase in losses [16][19] - The company secured a multibillion-dollar, multiyear deal with Microsoft for AI infrastructure services, indicating strong potential despite current financial volatility [19][20] - Analysts maintain a positive outlook on Nebius, with a consensus target price of $158.50, suggesting a potential upside of nearly 70% from its current price [21]