{"id":1032568,"date":"2026-09-02T07:52:03","date_gmt":"2026-09-02T02:22:03","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1032568"},"modified":"2026-09-02T07:52:03","modified_gmt":"2026-09-02T02:22:03","slug":"not-just-nvidia-these-power-and-cooling-firms-are-riding-the-trillion-dollar-data-centre-boom","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/09\/02\/not-just-nvidia-these-power-and-cooling-firms-are-riding-the-trillion-dollar-data-centre-boom\/","title":{"rendered":"Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom"},"content":{"rendered":"<p>While Nvidia is synonymous with the AI boom, a lesser-known group of power and cooling equipment suppliers is cashing in on a global data centre construction spree as developers race to avoid infrastructure bottlenecks. <\/p>\n<p>Energy-hungry data centres have triggered a surge \u200bin demand for equipment ranging from transformers to advanced cooling systems, creating winners across Asia&#8217;s supply chain, though earlier stock-price gains have moderated. <\/p>\n<p>McKinsey forecasts \u200bnearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain robust for years.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>While Nvidia is synonymous with the AI boom, a lesser-known group of power and cooling equipment suppliers is cashing in on a global data centre construction spree as developers race to avoid infrastructure bottlenecks. Energy-hungry data centres have triggered a surge \u200bin demand for equipment ranging from transformers to advanced cooling systems, creating winners across Asia&#8217;s supply chain, though earlier stock-price gains have moderated. McKinsey forecasts \u200bnearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain robust for years.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1032568","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1032568"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032568\/revisions"}],"predecessor-version":[{"id":1032593,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032568\/revisions\/1032593"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1032568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1032568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1032568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}