The AI Boom Has Enough Room for Manufacturers
Artificial intelligence may not produce a spending extravaganza, but it will support already robust demand in the data-center market.
Data centers for AI will need electrical equipment and air conditioners.
Photographer: George Frey/Getty Images
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Legacy manufacturers have been trying to rebrand themselves as technology companies for more than two decades, but try as they might, even their own investors still tend to associate these companies more with hulking chunks of metal whose sales are dictated by the twists and turns of the economy. That might be about to change for a certain corner of the industrial world, not thanks to a fancy slide-deck promising skyrocketing software sales but a simple truth: Artificial intelligence can’t exist without electrical equipment and air conditioners.