"NVIDIA's H100 chips generate 700 watts of heat. Meta's AI training clusters pack 24,000 GPUs into single facilities. Microsoft is building data centers at unprecedented pace. The AI boom creates a problem most investors overlook: keeping hardware from melting. That thermal challenge is where Modine Manufacturing ( NYSE: MOD) enters. The company makes cooling systems that keep data centers operational. We examined the competitive landscape to see who's positioned to benefit as hyperscalers pour billions into AI infrastructure."
"Vertiv ( NYSE: VRT) leads the market in critical digital infrastructure. They provide thermal management, power distribution, and monitoring systems. With $8 billion in revenue and relationships across major cloud providers, Vertiv has scale Modine can't match. Their thermal solutions are deployed in the largest hyperscale facilities globally. Johnson Controls ( NYSE: JCI) brings building efficiency expertise to data centers. The $23.6 billion industrial giant offers HVAC systems and integrated building management."
Extreme heat from high-power GPUs and dense AI training clusters is creating urgent cooling demands across hyperscale data centers. Modine's Climate Solutions segment grew 30% in fiscal 2025 as the company supplies chillers and precision cooling equipment to colocation providers and hyperscalers and expanded manufacturing capacity in Virginia and Mississippi. Vertiv leads critical digital infrastructure with thermal management, power distribution, and monitoring at large scale across major cloud providers. Johnson Controls provides building-efficiency HVAC and integrated management with wide distribution. Rapid data-center revenue growth at NVIDIA and AMD is driving hyperscalers to invest heavily in cooling. Modine's data-center sales reached $644 million in fiscal 2025, up 119% year over year and roughly 24% of total revenue.
Read at 24/7 Wall St.
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