#data-center-cooling

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from24/7 Wall St.
6 days ago

SPX Technologies: JPMorgan Initiates With Overweight Citing Data Center Demand and Capacity Expansion

SPX Technologies has positioned itself at the intersection of two of the most durable infrastructure trends of this decade, data center cooling and engineered air movement, and the capacity to capture that demand is being built right now.
Business intelligence
#ai-infrastructure
from24/7 Wall St.
1 week ago
Business

Carrier CEO: North American Data Center Orders Surged 400% in Q4

Carrier Global's data center cooling business surged 400% in Q4 2025, driven by AI infrastructure demand, reaching $1 billion in revenue with guidance for $1.5 billion in 2026.
from24/7 Wall St.
1 month ago
Business

3 Stocks Are Betting on Data Center Cooling. Here's Who's Best Positioned.

AI-driven server density and powerful GPUs create severe cooling needs, positioning data-center cooling suppliers, especially Modine, to benefit from hyperscaler infrastructure investments.
Business
from24/7 Wall St.
1 week ago

Carrier CEO: North American Data Center Orders Surged 400% in Q4

Carrier Global's data center cooling business surged 400% in Q4 2025, driven by AI infrastructure demand, reaching $1 billion in revenue with guidance for $1.5 billion in 2026.
#nvidia
fromInfoQ
5 months ago

Microsoft Tests Microfluidic Cooling for Next-Generation AI Chips

Microsoft has announced progress on a new chip cooling approach that could help address one of the biggest bottlenecks in scaling AI infrastructure: heat. The company's researchers have successfully demonstrated in-chip microfluidic cooling, a system that channels liquid coolant directly into etched grooves on the back of silicon chips. Traditional cooling methods in data centers, such as cold plates, dissipate heat by transferring it through multiple material layers.
Science
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