Overview
- Ark Invest estimates AI infrastructure spending will rise from about $500 billion to $1.4 trillion by 2030, an outlook that aligns with JPMorgan and implies growth above 20% annually.
- Most of the projected outlay is expected to flow into data centers, reflecting the buildout needed to support expanding AI workloads.
- Market research cited in the coverage projects the global data‑center cooling segment to grow at more than 10% per year through 2034, with liquid‑cooling solutions leading the gains.
- Vertiv recently introduced the MegaMod HDX, a modular system that pairs direct‑to‑chip liquid cooling with air‑cooled architectures to give operators more deployment flexibility.
- The reporting argues investors may find more upside in infrastructure names such as Vertiv and Digital Realty Trust than in established AI chipmakers like Nvidia.