According to the news, which companies are highlighted by Goldman Sachs as poised to benefit from the rise of liquid cooling in AI data centers?

The news states that 'Companies like Vertiv Holdings, nVent, Carrier Global, and Ecolab are positioned to benefit from this shift' toward liquid cooling in AI data centers.

What is the primary driver behind Goldman Sachs' view that liquid cooling represents the 'next major AI trade'?

The primary driver is that 'data centers seek to significantly reduce electricity costs associated with cooling', and a Goldman Sachs analyst predicts liquid cooling will be the next major AI trade as a result.

Top Stocks To Benefit As Goldman Sachs Touts Liquid Cooling As The Next AI Trade

May 24, 2026

Goldman Sachs analysts predict liquid cooling will drive the next AI trade, positioning companies like Ecolab, Vertiv, and nVent to benefit from reduced data center electricity costs.

Benzinga

2026-03-20

Ecolab to Acquire AI Data Center Cooling Company for $4.75 Billion

2026-03-21

Ecolab to acquire AI data center cooling company for $4.75B

2026-04-11

Ecolab Is Paying Up To Enter The AI Data-Center Cooling Market

2026-04-16

Ecolab Makes Big Push into AI Data Center Market with $4.75B Acquisition

2026-04-22

Ecolab Unleashes Water Intelligence to Drive Growth in the AI Era