liquid cooling

Aurora Investment Counsel sells $3.4M Gorman-Rupp stake as the cooling systems provider trades at elevated 35x P/E despite 137% two-year gain.

Vertiv surges 300% on $15B backlog and AI demand, but 50.9x P/E valuation offers minimal margin of safety despite strong fundamentals.

Thermal cooling infrastructure emerges as next AI investment wave, with $55-82.5B market opportunity through 2030 as memory stocks plateau.

Vertiv posts 83% earnings growth on AI data center demand and $15B backlog, but 47x valuation multiple raises questions about sustainability.

Data centre industry confronts water scarcity challenge through innovation summit; cooling technology and site optimization featured as sector pursues sustainability alignment.

Sterling Infrastructure, AeroVironment, and Vertiv emerge as growth opportunities tied to AI buildout, military demand, and data center cooling solutions.

Aligned Data Centers launches 540 MW sustainable data center campus in Texas with $2.58B credit facility, expecting Q1 2027 operations and $5B regional economic impact.

Digital Realty opened NRT14, its third data center at Japan's NRT campus, bringing total IT power capacity near 100 MW with AI-optimized infrastructure and renewable energy.

Digital Realty opens first Asia-Pacific innovation lab in Tokyo via Mitsubishi partnership, supporting AI and hybrid cloud workloads with 20+ customers already engaged.

Digital Realty opens first Asia-Pacific Innovation Lab in Tokyo to support AI infrastructure testing, with 20+ partners already using the facility and Singapore expansion planned for late 2026.

Digital Realty launches Tokyo innovation lab for AI infrastructure, serving 20+ partners. Second global DRIL facility positions REIT to capture Asia-Pacific's AI computing boom.

Digital Realty opens first Asia-Pacific Innovation Lab in Tokyo to support AI and hybrid cloud testing, partnering with Mitsubishi Corporation with Singapore expansion planned for late 2026.

Vertiv Holdings capitalizes on surging liquid cooling demand in AI data centers with $15B backlog and 42-45% growth guidance, as cooling becomes critical infrastructure for high-power GPU deployments.

Jabil surged 80% as an AI data center manufacturing leader, with analysts projecting 53% more upside. Strong Q2 results and capacity expansion runway support growth thesis.

Vertiv Holdings delivers 26% revenue growth in 2025 with 28% projected 2026 expansion, offering safer AI exposure through essential data center cooling and power equipment demand.

Contract manufacturer Jabil expects strong Q2 results March 18, backed by $12.1B AI revenue forecast and hyperscaler negotiations.

Three companies—Vertiv, Iren, and Micron Technology—emerge as potential wealth creators by supplying critical infrastructure for AI's explosive expansion.

Eaton and W.W. Grainger positioned to capitalize on AI data center surge, with strong dividend histories and expanding product lines.

Two data center leaders diverge: Applied Digital pursues long-term AI infrastructure growth, while Vertiv offers near-term earnings stability with $15B backlog in expanding $9.99B sector.

Digital Realty launches innovation labs in Singapore and Japan to help enterprises test AI infrastructure before full deployment, expanding its DRIL program across Asia Pacific.