The race to dominate artificial intelligence (AI) has sent investors flocking to semiconductor sector giants, but the true, long-term winners may not be the ones making the chips. The AI revolution is built on immense computational power that creates two critical and costly challenges: unprecedented energy consumption and a massive amount of heat.
Projections show that data centers could consume over 20% of the world's electricity by the end of the decade. For every kilowatt of power a server uses, a significant amount of additional power is needed just to cool the mission-critical parts inside the server.
