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AI Data Center Cooling: MOD's Pivot vs. VRT's Moat - The Better Bet?
ZACKS· 2026-06-17 22:02
Artificial intelligence (AI) is generating a lot of heat—literally. As data centers pack in more GPUs to power the next wave of AI workloads, keeping those machines from overheating has become as critical as the chips themselves. That has made data center cooling infrastructure one of the hottest investment themes around. Two stocks positioned to capitalize include Vertiv Holdings (VRT) and Modine Manufacturing (MOD) . Vertiv is the established giant with deep hyperscaler relationships and an integrated inf ...