Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom

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Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom

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Global artificial intelligence data centre construction is accelerating rapidly, creating massive infrastructure bottlenecks and driving unprecedented demand for specialized power and cooling equipment. Industry projections estimate nearly seven trillion dollars in global data-centre investments by 2030, significantly increasing pressure on electrical grids. Grid connection delays now range from twenty-four months in emerging markets to over eight years in major developed regions, forcing data-centre developers to secure critical hardware years in advance. Equipment manufacturers including HD Hyundai Electric and Hainan Jinpan Smart Technology report surging order backlogs driven by North American and European expansion. Concurrently, rising energy consumption has heightened focus on advanced efficiency technologies, such as solid-state transformers. Furthermore, thermal management solutions are shifting toward liquid cooling systems to mitigate intense heat generation from powerful processors. Despite strong order growth, supplier stock prices have experienced recent moderation due to high market valuations, intensifying competition, component shortages, and broader supply chain constraints across the global digital infrastructure sector.

Published 2026-09-02 06:36:54 UTC · Published by JQJO

Prepared by Adyan K. · AI assisted

More context

Timeline

On Jan 15, 2025, Global data centre investments surged toward multi-trillion-dollar projections worldwide.
On Jun 30, 2025, HD Hyundai Electric reported massive order backlogs for power equipment.
On Dec 15, 2025, Transformer manufacturers experienced unprecedented demand driven by artificial intelligence projects.
On Jul 10, 2026, Delta Chairman warned of component shortages and rising market variables.
On Sep 02, 2026, Reuters published comprehensive analysis on data centre power equipment constraints.
On Sep 02, 2026, Freshness search confirmed no newer material developments regarding equipment suppliers.
On Dec 31, 2027, Solid-state transformers will expand market penetration across global infrastructure projects.
On Dec 31, 2028, Liquid cooling systems will dominate new data centre installations globally.
On Dec 31, 2029, Power consumption per artificial intelligence rack will approach record highs.
On Dec 31, 2030, Global data-centre investments are projected to reach seven trillion dollars.

Why it matters

Immediate US impact: Immediate US impact involves strained electrical grids and equipment delivery delays. Possible long-term US impact: Long-term US impact includes expanded green energy infrastructure and upgraded power capacity. Most affected groups: Most affected groups include electrical equipment manufacturers, utility providers, and hyperscale investors. Reader priority: Reader priority requires monitoring supply chain reports and infrastructure investment announcements.

Coverage notes

Left: Highlighted regulatory oversight, environmental impacts, and grid sustainability challenges. Center: Focused on supply chain dynamics, financial performance, and market statistics. Right: Emphasized industrial expansion, manufacturing growth, and corporate capital investments.