Its very easy to focus on silicon valley and the hyperscalers when thinking about data entre capex and buildout .
However ,there are real world winners too .
For example Finnish engine and turbine maker Wartsila WRT1V the stock is up 9.26% today on deal to supply 27 engines to a US datacentre.
What’s interesting here is that the firm won a similar order in July and the price spiked then as well, and it doesn’t sound like this will be the last order either .
