Jensen Huang: Earth is too crowded, we need to send AI to space! GPU performance keeps improving, but the stronger the computing power, the crazier the heat. On Earth, we can still rely on air cooling and liquid cooling, but in the future, AI data centers will move to space. How will we solve heat dissipation in space? Jensen, calm and composed: No worries, the one thing I have plenty of is time! Jensen highlights space data centers and cooling—here are 12 U.S. stocks worth watching 1. Vertiv Holdings $VRT One of the leaders in AI data center cooling, deeply integrated into NVIDIA's ecosystem. Covers liquid cooling, power supply, and data center infrastructure. 2. Modine Manufacturing $MOD An established thermal management company successfully transitioning to the AI data center cooling sector. Rapid growth in liquid cooling business. 3. AAON $AAON A leader in high-end cooling equipment in the U.S. 4. Carrier Global $CARR With mature cooling technology and customer resources, actively entering the AI data center cooling market. 5. Trane Technologies $TT A leader in industrial cooling and energy efficiency. 6. Constellation Energy $CEG Solves heat dissipation with cooling and energy needs with nuclear power. 7. Oklo $OKLO A small nuclear reactor company heavily backed by OpenAI founder Sam Altman. Widely seen as a key potential player in future AI energy supply. 8. Rocket Lab $RKLB A rising star in commercial space. If orbital data centers become a reality, launch capabilities and space platform construction will be essential. 9. Redwire $RDW Focused on building space infrastructure. 10. L3Harris Technologies $LHX A long-time participant in satellite communications and space systems, playing a key role in the future space computing ecosystem.