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Data Centers Have a Heat Problem, and It Could Mean Disruption and Opportunity for Investors

These two semiconductor investors are back to discuss a significant problem affecting the data center market.

By Jose Najarro – Jan 26, 2023 at 11:45AM EST

In today's video, Jose Najarro and Nick Rossolillo discuss Equinix (EQIX +0.47%), how important cooling is for semiconductors, and why companies like Intel (INTC +4.85%) and Nvidia (NVDA +0.87%) are taking steps to solve the problem. Jose is pretty excited about this market, but does Nick share his enthusiasm? Check out the short video to learn more, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of Jan. 24, 2023. The video was published on Jan. 24, 2023.

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About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
TMFJoseNajarro
X@_JoseNajarro

Jose Najarro has positions in Nvidia. Nicholas Rossolillo has positions in Nvidia. The Motley Fool has positions in and recommends Equinix, Intel, and Nvidia. The Motley Fool recommends the following options: long January 2023 $57.50 calls on Intel, long January 2025 $45 calls on Intel, and short January 2025 $45 puts on Intel. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Equinix Stock Quote
Equinix
NASDAQ: EQIX
$1,000.71
(+0.47%)+$4.73
Intel Stock Quote
Intel
NASDAQ: INTC
$50.36
(+4.85%)+$2.33
Nvidia Stock Quote
Nvidia
NASDAQ: NVDA
$177.28
(+0.87%)+$1.53

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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