Victor Cheng

Cheng confirms that despite the war, "AI is in the middle of unprecedented buildout" and power requirements are surging from "30 kilowatts... to 300 kilowatts or even megawatt" per server rack. While Delta Electronics Thailand (OTC: DLEGF) is the direct play, the US-listed proxies for Data Center Power and Thermal Management are Vertiv (VRT) and Eaton (ETN). The war does not stop the capex cycle of hyperscalers (Microsoft/Google/Amazon). LONG Data Center Power/Cooling infrastructure. Supply chain disruptions in shipping components from Asia to the US due to the conflict.

Cheng confirms that despite the war, "AI is in the middle of unprecedented buildout" and power requirements are surging from "30 kilowatts... to 300 kilowatts or even megawatt" per server rack. While Delta Electronics Thailand (OTC: DLEGF) is the direct play, the US-listed proxies for Data Center Power and Thermal Management are Vertiv (VRT) and Eaton (ETN). The war does not stop the capex cycle of hyperscalers (Microsoft/Google/Amazon). LONG Data Center Power/Cooling infrastructure. Supply chain disruptions in shipping components from Asia to the US due to the conflict.