Thursday, June 13, 2024

AI needs to keep cool—literally. That’s driving demand for these infrastructure companies

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Key Points

  • Artificial intelligence industrial names are getting a bid on Wall Street.
  • Johnson Controls and Carrier Global are among the companies seeing rising demand from AI players.
  • Scott Strazik, the CEO of GE Vernova, says growth in smart grid technology is surging as data center demand increases.

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