The Artificial Intelligence (AI) Stock That Institutional Investors Are Quietly Loading Up on for 2026

2026-03-09 18:01:00 ET

One of the more overlooked infrastructure problems with data centers is cooling.

Running advanced artificial intelligence (AI) programs, even on bleeding-edge hardware with loads of computing horsepower, generates a lot of heat. The small fan that's in your laptop or desktop doesn't cut it at that level.

No, you need advanced cooling systems, beefy industrial air conditioners, and liquid cooling to run a modern data center. A data center is an incredibly expensive investment, and the last thing you want is all your top-notch chips cooking themselves with the heat they generate from running.

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