Rewiring Data Center Supply Chains

As AI drives a new wave of data center expansion, the focus is shifting from chips to the infrastructure that powers and cools them. Denser AI workloads are accelerating the move toward liquid cooling, higher-capacity electrical equipment and new power architectures, putting pressure on traditional supply chains and forcing rapid innovation across the ecosystem.

So how is AI reshaping the hardware behind data centers, and what does it mean for the future of power, cooling and grid infrastructure?

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