Not Chips. Not Memory. Data Center Cooling Is the Unsung AI Infrastructure Play Nobody's Watching

Key Points AI data centers generate significantly more heat than traditional data centers, necessitating more efficient cooling solutions. Vertiv sells critical AI data center infrastructure solutions, including cooling systems. The company's strong earnings growth potential suggests the stock could soar over the long run. 10 stocks we like better than Vertiv › The artificial intelligence (AI) infrastructure build-out has supercharged the growth of chip designers, foundries, memory manufacturers, and other companies in the semiconductor ecosystem. This isn't surprising, as semiconductors are the basic hardware layer of AI data centers. Basic AI tasks, such as processing data and storing parameters, wouldn't be possible without chips.