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Delta Electronics sees AI boom stretch power and cooling capacity to the limit

Ninelu Tu, Taipei; Levi Li, DIGITIMES Asia Friday 31 October 2025 0

Delta Electronics chairman and CEO, Ping Cheng. Credit: DIGITIMES

Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman and CEO Ping Cheng rejected talk of an AI bubble, emphasizing that demand...

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