The AI boom is usually discussed in terms of chips and software, but the market that’s actually larger lies beneath: data centers, power grids, and cooling systems. According to Gartner, AI infrastructure is expected to grow to over 1.4 trillion U.S. dollars by 2026, accounting for a good 45% of all AI spending. McKinsey even estimates that up to 7 trillion U.S. dollars in investment will be needed by 2030.
And it’s not just the big-name tech companies that are benefiting from this.$ANET (-2.32%) And $CSCO (-0.2%) supply the high-performance networks, $VRT (-4.01%) and the cooling technology for data centers. What’s particularly exciting is that “traditional industry” is also playing a major role.
$ABBN (+0.29%) and $SIE (+0.79%) are seeing double-digit growth in the data center business; $SiemensEnergy provides the power connection, and $HOT (-2.95%) has more than doubled its data center orders within twelve months—result: promotion to the DAX.
Anyone looking for the AI story only among chip manufacturers is overlooking the more exciting part of the physical infrastructure behind it.
👉 The full analysis with all the numbers and charts is available in verlinkten Artikel.
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