The growing need for energy-efficient data centers, particularly for cooling, presents a new layer of investment opportunities within the AI infrastructure.
"Companies are going to fail. It's going to create a huge problem. That's why there are companies that are innovating. How do you keep data centers cool? It is a completely different company, but they're specializing in innovative ways to keep these data centers cool. So, if there's more money going into AI, more usage of AI, more data centers, more data center energy, that also means more cooling of those data centers, which can also create an investment opportunity."