SPXC in “Cooling Becomes the New Compute Constraint”
SPX Technologies, Inc.
SPX's cooling towers, evaporative cooling equipment and HVAC platforms benefit from larger heat-rejection requirements at AI data centers.
SPXC impact map — “Cooling Becomes the New Compute Constraint”
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Aug 19, 2019 – Aug 19, 2020 · 254 sessions
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Full story
Cooling Becomes the New Compute Constraint
As AI rack density soars, liquid cooling moves from an engineering option to essential data-center infrastructure.
BULL side — SPX's cooling towers, evaporative cooling equipment and HVAC platforms benefit from larger heat-rejection requirements at AI data centers.
Read the full Cooling Becomes the New Compute Constraint storyBull side
2 stories- Gas Turbines Become the New Backlog
SPXC in “Gas Turbines Become the New Backlog”
AcceleratingExposure: not rated yetData centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
Its cooling towers, heat exchangers and related thermal equipment are required for many new combined-cycle gas power plants and should benefit as project backlogs expand.
- Viewing
SPXC in “Cooling Becomes the New Compute Constraint”
FadingExposure: not rated yetAs AI rack density soars, liquid cooling moves from an engineering option to essential data-center infrastructure.
SPX's cooling towers, evaporative cooling equipment and HVAC platforms benefit from larger heat-rejection requirements at AI data centers.
Bear side
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