- Global data center capacity
- Market for liquid cooling in data centers
- Cashing in on the AI gold rush
- "Old industry" as the winner
- ABB $ABBN (+3%)
- Cisco $CSCO (+3,03%)
- Hochtief $HOT (+2,27%)
- Nokia $NOKIA (+1,82%)
- Schneider Electric $SU (+3,28%)
- Siemens $SIE (+1,07%)
- Siemens Energy $ENR (+1,09%)