China’s Power and Cooling Equipment Firms Capitalize on Trillion-Dollar Global Data Center Boom
Chinese power and cooling equipment suppliers are capturing significant revenue from the global data center construction boom, operating in segments less affected by AI-focused export controls on semiconductors.
Key points
- China’s power and cooling equipment firms win global data center contracts as AI infrastructure boom drives demand
- Chinese manufacturers face fewer export restriction headwinds in cooling and power segments than in GPU chips
- Western suppliers Vertiv and Schneider Electric face cost-competitive pressure from Chinese data center equipment makers
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