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What AI is lacking, we buy.
Following this framework, what will be the next "What AI is lacking"?
I think there are at least three lines worth looking at.
1. Cooling.
In 2023, a standard cabinet consumes 10-15kW, and by 2026, AI clusters will have been pushed to 120-150kW.
Ten times the power density, traditional air conditioning is physically impossible.
Liquid cooling is not optional; it is a necessity.
Vertiv (VRT) organic orders increased in Q4.