The AI arms race spills over to the cooling sector! Google (GOOGL.US) reportedly goes to China to purchase liquid cooling equipment, bringing opportunities to the Chinese supply chain.

老虎证券2026/03/17 08:39

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As the artificial intelligence arms race intensifies, not only is the supply of advanced chips becoming tight, but even relatively low-value supporting equipment is facing supply pressure.

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The AI arms race spills over to the cooling sector! Google (GOOGL.US) reportedly goes to China to purchase liquid cooling equipment, bringing opportunities to the Chinese supply chain.

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