tech

April 29, 2026

We toured an AI data center to see how our stock names make these facilities work

CoreSite CEO Juan Font thinks of his company's facilities like shopping malls.

We toured an AI data center to see how our stock names make these facilities work

TL;DR

  • AI development relies heavily on data centers, which require vast amounts of power, advanced chips, and sophisticated cooling systems.
  • Major tech companies are investing billions in data center infrastructure to meet the escalating demand for AI computing power.
  • Companies like Nvidia, Broadcom, GE Vernova, and Eaton play crucial roles in supplying the necessary technology and energy for these facilities.
  • The demand for power has surged, with data centers now needing hundreds of megawatts, pushing the need for alternative energy solutions.
  • Liquid cooling is becoming essential for managing the heat generated by AI hardware, representing a significant innovation in data center design.
  • The growth of AI is transforming various industries and creating substantial opportunities for companies involved in the data center supply chain.

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