Daikin Bets $108M on India to Solve AI's Heat Problem
Daikin Industries has approved a ~$108 million investment to establish its first global R&D hub outside Japan in Haryana, India, focused on advanced cooling solutions for AI data centers. The move reflects the growing thermal crisis in AI infrastructure, where high-density chips like NVIDIA's Blackwell require fundamentally new cooling approaches. For the broader industry, it signals that critical AI infrastructure innovation is increasingly being anchored in the Global South.