Bloom Energy says its fuel cells can save a big AI data center $3.6 billion. I'd still wait to buy the stock.

A 27% cut in construction costs makes a solid sales pitch. But will it get the orders the stock already expects?

Why Liquid Cooling is Necessary for AI Data Centers | Water Carrying 3,500 Times More Heat Than Air and 45°C Warm Water

Liquid cooling is necessary for AI data centers because air can only carry about 1/3,500th the amount of heat as water for ...

France's Schneider Electric nears $20 billion deal to acquire US software group PTC, source says

By Sabrina Valle Oct 4 (Reuters) - France's Schneider Electric is nearing a deal to buy US software group PTC for about $20 ...

When looking at Daikin, look at the "Thermal Stack expansion" rather than AI data center "liquid cooling"

In AI data center cooling, "liquid cooling" is what tends to attract attention.As GPU density increases, heat generation ...
Foreign Policy Journal

Super Micro Computer (NASDAQ: SMCI) Stock Price Jumps 4% After Beginning Shipments Of NVIDIA Vera Rubin AI Server Racks

Shares of server solutions provider Super Micro Computer (NASDAQ: SMCI) climbed 4.3% in afternoon trading after the company ...