The AI Data Center Boom Goes Public: From “Neoclouds” to Power, Cooling, and the Grid
GlobeNewswire Inc.
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•By Microcaps.Com
As AI infrastructure spending accelerates, public markets are increasingly valuing companies across the data center ecosystem—from GPU suppliers to cooling systems and asset-light platforms. Companies exposed to AI infrastructure trade at 20-30x revenue multiples, significantly higher than S&P 500 averages, reflecting investor confidence in long-term growth despite capital intensity and execution risks. The sector is evolving beyond the GPU race toward infrastructure readiness, with power, cooling, and interconnection becoming as critical as chips themselves.