US industrial groups pivot to data centres amid AI boom

US industrial groups pivot to data centres amid AI boom

Companies are seeking a share of the hundreds of billions of dollars being invested in the fast-growing sector

UBS Finds "Chilling Opportunity" In Data Center Cooling

UBS Finds "Chilling Opportunity" In Data Center Cooling  As artificial intelligence chips become more powerful and energy-intensive, legacy air-based cooling systems are fast approaching obsolescence. Chemours is addressing this gap with its next-generation 2-phase liquid cooling technologies, which UBS describes as "purpose-built for more demanding applications in data centers." With thermal loads projected to exceed 200 to 1,000 kW per rack by…

Analyst sees limited impacts on Malaysia's data centers despite Malaysia and Thailand may be on US AI chips restriction list

MIDF Research said Monday that it sees limited impacts on Malaysia’s data centers despite Malaysia and Thailand may be on US’s artificial intelligence (AI) chips restriction list. The research house said in a note that it expects this latest development to draw mixed reactions among investors but its optimism on the pipeline of data center buildups remains. “We view that this is in line with our opinion back in May when Biden’s AI Diffusion Rule…

US industrial companies, like Gates Industrial, are seeking to capitalize on the AI boom by ramping up efforts to supply specialized data center equipment

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AI's boom and the questions few ask

By Larry DignanThe money being thrown around AI talent and infrastructure is staggering, but the return on investment may be sketchy for longer time frames. What happens if AI demand doesn't deliver triple-digit growth forever? In recent weeks, we've seen the following: Oracle is predicting revenue gains for fiscal 2028. CEO Safra Catz told employees Oracle is off to a strong start in fiscal 2026 and the company signed multiple large cloud deals…

오라클, 오픈AI에 4.5GW 전력 공급···“CIO 전략에도 직접적 영향줄 것 ”

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