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As artificial intelligence infrastructure expands, thermal management has emerged as a primary bottleneck alongside electrical power, fueling record order backlogs for industrial cooling providers Trane Technologies and Carrier Worldwide.
As artificial intelligence workloads transition from model training to real-time inference, specialized 'neocloud' operators are reshaping hardware architectures alongside partners like Supermicro, Vast Data, and Kioxia to overcome legacy cloud constraints.
Arm co-founder Hermann Hauser warned that while artificial intelligence represents a historic technology revolution, market valuations in some segments have outpaced reality amid risky circular financing arrangements.
