SPXC in “Gas Turbines Become the New Backlog”
SPX Technologies, Inc.
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.
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Gas Turbines Become the New Backlog
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
BULL side — 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.
Read the full Gas Turbines Become the New Backlog storyBull side
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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.
- Cooling Becomes the New Compute Constraint
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.
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