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Liquid Gold: The AI Cooling Retrofit Trade

Investing.com·
Liquid Gold: The AI Cooling Retrofit Trade

As AI chip density exceeds cooling capacity of traditional air systems, liquid cooling has become essential infrastructure. Alphabet's Brazos modular cooling system enables legacy data centers to retrofit without expensive overhauls, while specialized high-density environments require premium solutions. Vertiv, a leader in advanced thermal management, benefits from massive enterprise retrofit deployments and maintains strong pricing power with a $15 billion backlog.

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