Companies

Mitsubishi

Mitsubishi manufactures some of the industrial cooling and HVAC equipment used in Texas data centers to manage heat dissipation from computing servers.

Referenced in 1 briefingLast referenced: May 3, 2026

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May 3, 2026

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MARA's $1.5B Long Ridge Buy Sets the New AI Infrastructure Playbook

heavy-duty gas turbines from GE, Siemens, and Mitsubishi carry four-year lead times, and Meta and other hyperscalers are paying deposits years ahead against ~100 GW of backlogged orders.

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