Starting at 3PM UK /10AM ET: Data Center Cooling & AI Positioning Investor Feedback (Monthly Thematic Call - June)

Research evidence excerpt

Starting at 3PM UK /10AM ET: Data Center Cooling & AI Positioning Investor Feedback (Monthly Thematic Call - June)

and common investor misconceptions around cooling technologies. We will also discuss

how cooling design is increasingly influencing siting, execution risk, and the evolving

supplier ecosystem across the AI infrastructure stack.

Positioning for AI Disruption: Investor Feedback & Top Debates. Hannah Greenberg

will discuss key questions and areas of debate following the launch of our Positioning for

AI Disruption thematic. The discussion will draw on insights from our U.S. and EU

company mapping, the Barclays AI Analyst Sentiment Tracker, and recent investor

conversations, with a focus on the biggest risks to the AI investment thesis, whether AI

should be viewed as a bubble or a durable cycle, who is likely to capture value from

adoption, what defines a durable advantage for adopters, and when differentiation is likely

to be reflected in valuations.

Relevant Research

•• Powering AI: Demystifying Data Center Cooling & Water Use (13.05.26)

•• Powering AI: DC Cooling Insights from VRT Analyst Day (27.05.36)

•• Positioning for AI Disruption: Investor Feedback & Top Debates (27.05.26)

•• Positioning for AI Disruption (U.S. Edition): Impacts across 40+ industries (20.04.26)

•• Positioning for AI Disruption (EU Edition): Impacts across 30+ industries (20.04.26)

Meet the Analysts

Will Thompson is a Director on the Thematic Investing

Research team and focuses on the energy and industrial

sectors. Will joined Barclays Equity Research in 2014 and

was most recently a senior analyst covering Small and

Medium Cap Oil & Gas Exploration & Production (E&P)

companies. Prior to that, he was part of the Oilfield

Services & Equipment research team, where he ranked as