NVIDIA$Vertiv(VRT.US)
Vertiv’s EcoDataCenter project in Sweden shows liquid cooling infrastructure expanding globally.
The bigger story is rising rack density, from 140kW toward 600kW. Power and liquid management are becoming the bottleneck of AI computing scale.
For now, my shares are staying right where they are, and the noise from the past few trading days is just noise. When the long-term physical trend is still intact, patience matters more than reacting to every move.
@Bridge Buzz SG
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