AI infrastructure build-out needs power and cooling
The bull case made was that exponential growth in AI and web traffic would most benefit the companies providing critical physical infrastructure like power and cooling for data centers.
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The guest argued that in a new computing cycle like AI, the infrastructure layer is the first to inflect on the S-curve and is the safest investment, as it is needed regardless of which foundational models or applications ultimately win.
The bull case made was that exponential growth in AI and web traffic would most benefit the companies providing critical physical infrastructure like power and cooling for data centers.