The next bottleneck in the AI trade is likely to be data center cooling, at least according to research from Spear Invest. Spear correctly identified the memory boom, and perhaps we're due for a cooling boom in the future. 40% of data center energy consumption comes from cooling, meaning it's a highly important bottleneck that could be made more efficient. Today we'll analyze four companies that stand to benefit from the rise in data center thermal management needs.
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