"This is an area that Jensen Huang and other leaders in the space have been talking about,"
"Microsoft has even said it now sees itself as a modern construction company, and what it's building are AI factories."
"When you get a step change like this, you want to find areas where demand is exploding at the same time legacy technology is being replaced. This new class of AI factories has entirely new demands: how electricity is delivered, who builds them, how they're cooled, and how networking is handled."
AI factories are a new generation of massive data centers, often exceeding one gigawatt, designed to manufacture intelligence at industrial scale. These facilities mark a step change from traditional hyperscale data centers and alter how AI infrastructure is built. Rapid expansion of AI factories creates new demands across electricity delivery, construction, networking, and cooling. Rising computing density makes thermal management a critical constraint, driving the transition from legacy air cooling to advanced liquid cooling solutions. The shift generates multi-industry opportunities for power-delivery systems, construction firms, networking equipment, and liquid-cooling suppliers, creating long-duration investment prospects.
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