While Nvidia has become synonymous with the artificial intelligence boom, a lesser-known group of power and cooling equipment suppliers is benefiting from the global surge in data centre construction as developers race to overcome infrastructure bottlenecks, Reuters reported.
Energy-intensive data centres are driving demand for equipment ranging from transformers and power-management systems to advanced cooling technologies. The trend is creating opportunities across Asia's supply chain, although gains in several related stocks have moderated after sharp rallies.
