China’s Role in the Trillion-Dollar Data Center Boom

While Nvidia is synonymous with the AI boom, a lesser-known group of power and cooling equipment suppliers is cashing in on a global data center construction spree as developers race to avoid infrastructure bottlenecks. Energy-hungry data centers have triggered a surge in demand for equipment ranging from transformers to advanced cooling systems. McKinsey forecasts nearly $7 trillion in data center investment globally by 2030; Nvidia expects AI spending to remain robust for years. Building data centers fast enough to meet demand is becoming more difficult due to grid connection delays. Hyperscalers often want facilities delivered within six months, but delays…