Olivier Blum 2.2 1 idea

Data centers will require another 200 gigawatts of installed capacity by 2030. Schneider confirmed 70% of its turnover is related to digital activity and is launching new R&D in India specifically for liquid cooling. The AI boom is physically constrained by power and heat. As compute density increases (Nvidia chips), traditional air cooling fails. Schneider is positioned as a "pick and shovel" play on the physical infrastructure required to run AI, regardless of which model wins. LONG SCHNEIDER as a primary beneficiary of the energy efficiency and cooling capex cycle. Supply chain bottlenecks for chips/components slowing down data center construction.