Industrial Giants and the Data Centre Revolution
How traditional manufacturing companies are seizing opportunities in the AI-driven data centre market.
In this episode, Alice and Lewis discuss the latest trend of US industrial companies pivoting into the booming data centre market to meet the surging demand for AI infrastructure. Companies like Gates Industrial, Generac, Honeywell, Caterpillar, and Cummins are capitalizing on the need for specialized equipment such as backup generators and cooling systems. With hyper-scalers like Amazon and Microsoft driving over $400 billion in infrastructure spending, these manufacturers are finding new growth opportunities amid economic uncertainty. Tune in to learn how traditional industrial players are adapting to the AI revolution and what it means for the future of the sector.
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