Investing in Data Center-Focused HVAC Businesses: An Increasingly Strategic Asset Class

The continued expansion of data centers—driven by cloud adoption, artificial intelligence (AI), and high-performance computing—is reshaping how investors evaluate infrastructure risk and opportunity. Among the most critical, and often underestimated, components of this ecosystem are heating, ventilation, and air conditioning (HVAC) and related thermal-management infrastructure….
By: Morgan Lewis – Data Center Bytes