Global Market: Data Centre Boom Fuels Demand for Power, Cooling Equipment Suppliers
AI-driven data-centre demand is boosting orders for cooling and transformer suppliers as operators race to manage heat and power bottlenecks.
- Global data center investment could reach nearly $7 trillion by 2030, triggering surging demand for power and cooling equipment. Suppliers like South Korea's HD Hyundai Electric and China's Hainan Jinpan Smart Technology report record orders from AI infrastructure projects.
- AI chips consume massive electricity, requiring advanced cooling and transformers to manage heat and power distribution. Hyperscalers often demand facilities within six months, but grid connection delays stretch to 24 months in emerging markets and more than eight years in developed ones.
- HD Hyundai Electric's order backlog rose 23% to $8.5 billion by June as companies bet on solid-state transformers boosting efficiency by around 4% and liquid cooling cutting energy use by over 27%. These technologies address growing scrutiny over data centre water and electricity consumption.
- Despite surging orders, supplier stock gains have moderated as investors question elevated valuations. Matty Zhao, Bank of America's Asia-Pacific head of research, said "Not everyone can win," warning that only leaders securing actual customers will thrive in the intensifying competition.
- Developers are exploring unconventional approaches, including floating facilities and underwater data centers, to manage infrastructure bottlenecks. McKinsey forecasts nearly $7 trillion in global investment by 2030, positioning suppliers to deepen development of advanced power and cooling hardware.
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Data Center Boom Creates New Winners in Power and Cooling Equipment
The global race to build data centers for artificial intelligence is creating major opportunities for a group of power and cooling equipment manufacturers that operate ... The post Data Center Boom Creates New Winners in Power and Cooling Equipment first appeared on [your]NEWS.
Global Market: Data centre boom fuels demand for power, cooling equipment suppliers
The global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome infrastructure bottlenecks. Rising demand for transformers, efficient power systems and liquid cooling is benefiting companies across Asia, although high valuations, supply constraints, competition and deployment delays remain key risks for investors.
Data center investments are expected to reach approximately $7 trillion by 2030. This is creating a massive surge in orders for artificial intelligence, transformer, and liquid cooling companies. 🚆
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