Скачать или смотреть 2025 Data Center Investing: Value Chain, Key Tickers, and How to Play It

The data center buildout is an investable mega theme. In this video we map the stack and frame it like an investor: servers and OEMs Dell, HPE; networking Cisco, Arista, Juniper; cooling and thermal Johnson Controls, Daikin, Vertiv; power and electrical Caterpillar, Cummins, Rolls-Royce, Schneider Electric; builders Turner, Holder, HITT; plus higher beta HPC names Cypher Mining, Nebulous, Iris Energy. We cover what to watch revenue mix, AI skew, capex cycles, margins, backlog, and power constraints, then outline ways to position core holds vs trading names, entries and risk. Comment datacenter with your 2025 picks and check the link in bio for my watchlist, entries, and stops. Education only, not financial advice.