Géopolitique

January 27, 2026, 5:56 AM EST. Cathie Wood's Ark Invest argues that spending on AI infrastructure-primarily data centers-will surge from about $500 billion last year to $1.4 trillion by 2030, in line with a JPMorgan outlook. The forecast implies annualized growth above 20%, presenting opportunities for investors who focus on the builders of the AI data center ecosystem rather than the AI chips themselves. Among the three stocks to consider, Vertiv is highlighted for its role in cooling and power management for next-gen facilities. Vertiv's liquid-cooling portfolio, including the new MegaMod HDX, targets heat generated by densely packed hardware. Industry projections by Global Market Insights and Precedence Research underscore a growing cooling market, helping Vertiv position for the AI-driven data center buildup.