Latest news with #liquidCooling
Yahoo
07-07-2025
- Business
- Yahoo
How Jabil is driving growth for next-generation AI systems
Data center infrastructure is shifting fast — from liquid cooling to advanced optics and more. Jabil (JBL) executive vice president of global business units Matt Crowley joins Market Domination to explain how the company is investing in US manufacturing and moving deeper into high-value technologies like silicon photonics and co-packaged optics. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Um, and Matt, for for those who is not who are not as familiar with Jabil, um, talk to me about your role in this business. What exactly are you guys doing when you talk about transceivers and liquid cooling? Basically, you guys are helping build the racks that are in these data centers, right? We do. We do much more than that, actually. And so, you know, traditionally, uh, we've probably been viewed as a a company that puts together a bag of parts, but in actuality, we've expanded our capabilities dramatically. So, I mentioned transceivers, uh, we made an investment to bring in silicon photonic capabilities, which is effectively the transmission of data via light. It's got a much lower latency and it requires less power. And so having that core capability will set us up for success and adding much more value over time as things like co-packaged optics become a more standard technology. At the same time, inside of the data center, whereas previously all data centers were cooled with air, they're now being cooled with liquid. So having capabilities, understanding how to move liquid throughout the data center, cool chips with liquid versus air, that's a capability that adds value well beyond putting together and assembling a server. And so we really feel like we've done a good job of bringing on capabilities that add more value for customers and I think you're seeing that in our results. Um, as I mentioned, you saw that big growth year over year in this infrastructure business. If, if my math is right, it's about 40% plus, 44% of overall revenue last quarter, and you guys gave a projection that for the full fiscal year that revenue will be 8 and a half billion dollars, which will be up 50%. You're also putting some money into the manufacturing capacity now as a result of this, a $500 million investment in the southeastern US over the next several years. Is your constraint at this point capacity? In other words, do you have more demand than you're able to keep up with at this stage? We do have, uh, a significant amount of demand. Um, regardless of that, we would still build incremental capacity because one of the biggest value props of doing business with Jabil in this market is that we are a US domiciled US manufacturing company. And a number of our competitors with similar capabilities are Taiwanese or Chinese. And so as you think about AI, where it's going, the importance of AI, software and cloud, being and having a US manufacturing partner that can help protect the IP that comes along with this technology as well as the know-how, the process knowledge, it's incredibly important. We feel like the demand is going to just continue to grow, and so, yes, we're we're definitely, um, pushing up against some capacity, uh, in the US. Having more capacity, uh, we feel like is going to be something that's going to be, um, taken up pretty quickly. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
30-06-2025
- Business
- Globe and Mail
Vertiv's Liquid Cooling Stack Gaining Adoption: Will the Tech Deliver?
Vertiv VRT is expanding liquid cooling solutions across its AI infrastructure portfolio to accelerate deployment and support large-scale data center growth. These advanced thermal systems, including heat rejection units and liquid distribution architecture, are being integrated into prefabricated modules, enabling faster rollout of high-density GPU environments. Ongoing product innovation and deeper AI integration are emerging as key growth drivers. As AI workloads continue to scale, particularly in training and running AI models at the hyperscale level, Vertiv is addressing rising thermal complexity. As part of a large-scale deployment for Italy's iGenius project, the company delivered prefabricated modules equipped with liquid cooling and power systems optimized for NVIDIA's GB200 and GB300 NVL72 platforms. These builds reflect the company's focus on next-generation thermal infrastructure designed to meet the needs of high-density AI workloads. The advancements are strengthening momentum in modular deployments. Vertiv is scaling production of factory-integrated liquid cooling and working toward full USMCA qualification in Mexico to support regional demand. These capabilities help reduce lead times and improve rack-level energy efficiency for hyperscale AI infrastructure. Adoption of Vertiv's cooling stack is expanding across global AI programs, particularly among hyperscalers deploying next-gen GPU infrastructure. In first-quarter 2025, total orders increased 13% year over year while backlog increased to $7.9 billion, up 25% year over year. With differentiated cooling and heat rejection technologies and broader capacity, Vertiv is positioned to support long-term growth in AI infrastructure. Vertiv Faces Stiff Competition Vertiv's AI infrastructure solutions face increasing competition from nVent Electric NVT and TE Connectivity TEL, both of which are expanding their offerings to support high-density, AI-driven data centre deployments. nVent Electric is advancing its position with liquid cooling solutions, including coolant distribution units, rack manifolds, and rear-door heat exchangers designed for large-scale GPU environments. Its collaboration with NVIDIA on GB200 and NVL72 reference architectures positions nVent Electric to address the rising thermal complexity in hyperscale AI workloads. TE Connectivity is gaining traction with high-speed interconnects and thermal components built for AI factory-scale infrastructure. Its expertise in power delivery, signal integrity, and connector density makes TE Connectivity a key player as AI deployments scale across enterprise and cloud. Vertiv's Share Price Performance, Valuation and Estimates VRT's shares have gained 11.9% year to date, while the broader Zacks Computer & Technology sector has returned 6.1% and the Zacks Computers - IT Services industry has plunged 7.2%. VRT Performance Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 18.18X compared with the Computer and Technology sector's 10.1X. VRT has a Value Score of D. VRT Valuation The Zacks Consensus Estimate for second-quarter earnings is pegged at 82 cents per share, unchanged over the past 30 days, indicating 22.39% year-over-year growth. The consensus mark for VRT's 2025 earnings is pegged at $3.55 per share, which has remained unchanged over the past 30 days. The figure indicates a 24.56% increase year over year. Vertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TE Connectivity Ltd. (TEL): Free Stock Analysis Report nVent Electric PLC (NVT): Free Stock Analysis Report Vertiv Holdings Co. (VRT): Free Stock Analysis Report
Yahoo
23-06-2025
- Business
- Yahoo
Leading Manufacturer Nidec Selects Wind River Linux for Secure Development of AI-Driven Data Center Cooling System
ALAMEDA, Calif., June 23, 2025--(BUSINESS WIRE)--Wind River®, a global leader in delivering software for the intelligent edge, today announced that Nidec, the world's leading integrated motor manufacturer, has selected Wind River Linux for the secure development of its latest AI-driven data center liquid-cooling system. Wind River Linux serves as the platform for the control system that monitors and operates Nidec's liquid cooling system. With the rise of AI servers, data centers must process vast amounts of data, leading to increased power consumption and heat generation. As a result, high-capacity liquid cooling systems are becoming a critical alternative to conventional air cooling. Wind River Linux plays a key role in ensuring the stable operation of these cooling systems while protecting equipment from network threats, which are both essential for the future of AI-driven data centers. "Nidec's highly reliable liquid-cooling system requires a robust and secure Linux foundation," said Eiji Miyamoto, fellow, Nidec. "Wind River Linux provides the high-quality support necessary to keep our teams on schedule while ensuring long-term security, even post-deployment. Nidec is committed to providing products that reflect global needs as a comprehensive thermal solution manufacturer contributing to advancing AI." "As AI drives unprecedented computing demands, next-generation intelligent systems must deliver high-performance, security, and efficiency," said Jay Bellissimo, president, Wind River. "The long-term maintenance for these systems can be highly labor intensive, requiring continuous monitoring and remediation in an ever-evolving threat landscape. Wind River Linux empowers leaders like Nidec to further innovate and build secure and scalable systems with lasting reliability." As the embedded industry's most advanced Linux platform, Wind River Linux helps teams develop, deploy, and operate robust, reliable, and secure embedded solutions running on a purpose-built Linux operating system. For more information about Wind River Linux, visit About Nidec Nidec is the world's leading comprehensive motor manufacturer, specializing in "everything that spins and moves," with a strong focus on the motor business. Nidec's extensive product lineup, which ranges from small precision motors to ultra-large motors, leverages the technological capabilities of its approximately 340 group companies across 46 countries. These products are used in various fields, including IT equipment, automobiles, motorcycles, commerce, and industry. The company remains dedicated to providing the world with indispensable products and solutions at an overwhelming speed, utilizing technologies aimed at lightness, thinness, shortness, compactness, and efficiency. About Wind River Wind River is a global leader in delivering software for the intelligent edge. For more than four decades, the company has been an innovator and pioneer, powering billions of devices and systems that require the highest levels of security, safety, and reliability. Wind River software and expertise are accelerating digital transformation across industries including automotive, aerospace, defense, industrial, medical, and telecommunications. The company offers a comprehensive portfolio supported by world-class global professional services and support and a broad partner ecosystem. To learn more, visit Wind River at Wind River is a trademark or registered trademark of Wind River Systems, Inc., and its affiliates. Other names may be the trademarks of their respective owners. View source version on Contacts MEDIA CONTACT Jenny SuhWind Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-06-2025
- Business
- Yahoo
Schneider Electric Launches New Data Centre Solutions to Meet Challenges of High-Density AI and Accelerated Compute Applications
Innovative prefabricated data centre architecture provides critical IT infrastructure for high-density computing clusters. New rack PDUs and rack systems are built for increased size and weight support, and feature direct-to-chip liquid cooling. Schneider Electric launches new Open Compute Project (OCP) inspired rack system to support NVIDIA MGX architecture. MISSISSAUGA, Ontario, June 19, 2025--(BUSINESS WIRE)--Schneider Electric, the leader in the digital transformation of energy management and automation, today announced new data centre solutions specifically engineered to meet the intensive demands of next-generation AI cluster architectures. Evolving its EcoStruxure™ Data Centre Solutions portfolio, Schneider Electric introduced a Prefabricated Modular EcoStruxure Pod Data Centre solution that consolidates infrastructure for liquid cooling, high-power busway and high-density NetShelter Racks. In addition, EcoStruxure Rack Solutions incorporate detailed rack configurations and frameworks designed to accelerate High Performance Computing (HPC) and AI data centre deployments. The new EcoStruxure Pod Data Centre and EcoStruxure Rack Solutions are now available globally. Organizations are deploying AI clusters and grappling with extreme rack power densities, which are projected to reach 1MW and beyond. Schneider Electric's new line of solutions equips customers with integrated, data-validated, and easily scaled white space solutions that address new challenges in pod and rack design, power distribution and thermal management. "The sheer power and density required for AI clusters create bottlenecks that demand a new approach to data centre architecture," said Himamshu Prasad, senior vice president of EcoStruxure IT, Transactional & Edge and Energy Storage Centre of Excellence at Schneider Electric. "Customers need integrated infrastructure solutions that not only handle extreme thermal loads and dynamic power profiles but also deploy rapidly, scale predictably, and operate efficiently and sustainably. Our innovative next-generation EcoStruxure solutions that support NVIDIA technology address these critical requirements head on." New Product Overview Prefabricated Modular EcoStruxure Pod Data Centre: Prefabricated, scalable pod architecture enables operators to deploy high-density racks, supporting pods up to 1MW and beyond, at scale. Engineered-to-order, the new pod infrastructure offers flexibility and supports liquid cooling, power busway, complex cabling, as well as hot aisle containment, InRow and rear door heat exchanger cooling architectures. The Prefabricated Modular EcoStruxure Pod Data Centre is now shipping pre-designed and pre-assembled with all components for rapid deployment to support high-density workloads. EcoStruxure Rack Solutions: These reliable, high-density rack systems adapt to EIA, ORV3 and NVIDIA MGX modular design standards approved by leading IT chip and server manufacturers. Configurations accommodate a wide array of power and cooling distribution schemes and employ Motivair by Schneider Electric in-rack liquid cooling, as well as new and expanded rack and power distribution products, including: NetShelter SX Advanced Enclosure: This new line features taller, deeper, and stronger racks to support increased weight, cabling and infrastructure. NetShelter SX Advanced features a reinforced shipload rating and is safeguarded with shock packaging, ensuring secure transport of AI servers and liquid cooling systems. NetShelter Rack PDU Advanced: These power distribution units have been updated to support the high-current power needs of AI servers. Designed for efficient rack layouts, the NetShelter Rack PDU Advanced offers compact vertical and horizontal models with higher counts of dedicated circuits. Intelligent operational features now enabled by Schneider Electric's Network Management Card enhance security and provide seamless integration to EcoStruxure IT. NetShelter Open Architecture: This Open Compute Project (OCP) inspired rack architecture is available as a configure-to-order solution and includes open rack standards, power shelf and in-rack busbar. As part of this, a new Schneider Electric rack system has also been developed to support the NVIDIA GB200 NVL72 system that utilizes the NVIDIA MGX architecture in its rack design, integrating Schneider Electric into NVIDIA's HGX and MGX ecosystems for the first time. "Schneider Electric's innovative solutions provide the reliable, scalable infrastructure our customers need to accelerate their AI initiatives," said Vladimir Troy, vice president of data centre engineering, operations, enterprise software and cloud services at NVIDIA. "Together, we're addressing the rapidly growing demands of AI factories — from kilowatt to megawatt-scale racks—and delivering future-proof solutions that maximize scalability, density and efficiency." The new solutions and suite of engineered data centre reference designs equip data centre operators and Schneider Electric's partner ecosystem with the infrastructure and information needed to deploy powerful AI clusters faster and more reliably while addressing common barriers to adoption, including: Reliable power and cooling for AI workloads Deployment complexity and risk Speed to market and supply chain resilience Skills gap in managing advanced infrastructure These enhanced EcoStruxure offerings add to Schneider Electric's robust line of fully integrated, end-to-end AI infrastructure solutions — spanning advanced hardware, intelligent software, services such as EcoCare™ and EcoConsult for Data Centres, and strategic industry partnerships with key IT players. Schneider Electric is the partner of choice for building efficient, resilient, scalable and AI-optimized data centres. About Schneider Electric Schneider's purpose is to create Impact by empowering all to make the most of our energy and resources, bridging progress and sustainability for all. At Schneider, we call this Life Is On. Our mission is to be the trusted partner in Sustainability and Efficiency. We are a global industrial technology leader bringing world-leading expertise in electrification, automation and digitization to smart industries, resilient infrastructure, future-proof data centres, intelligent buildings, and intuitive homes. Anchored by our deep domain expertise, we provide integrated end-to-end lifecycle AI-enabled Industrial IoT solutions with connected products, automation, software and services, delivering digital twins to enable profitable growth for our customers. We are a people company with an ecosystem of 150,000 colleagues and more than a million partners operating in over 100 countries to ensure proximity to our customers and stakeholders. Learn more at or follow them on Instagram, X, Facebook, and LinkedIn at @SchneiderElectricCA. For media resources, visit Schneider Electric's online newsroom, View source version on Contacts For more information: Jodi Smith-MeisnerSchneider Electric Samiha FarihaSchneider Electric Canada1-647-268-6687sfariha@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
National Post
19-06-2025
- Business
- National Post
Schneider Electric Launches New Data Centre Solutions to Meet Challenges of High-Density AI and Accelerated Compute Applications
Article content Innovative prefabricated data centre architecture provides critical IT infrastructure for high-density computing clusters. New rack PDUs and rack systems are built for increased size and weight support, and feature direct-to-chip liquid cooling. Schneider Electric launches new Open Compute Project (OCP) inspired rack system to support NVIDIA MGX architecture. Article content MISSISSAUGA, Ontario — Schneider Electric, the leader in the digital transformation of energy management and automation, today announced new data centre solutions specifically engineered to meet the intensive demands of next-generation AI cluster architectures. Evolving its EcoStruxure™ Data Centre Solutions portfolio, Schneider Electric introduced a Prefabricated Modular EcoStruxure Pod Data Centre solution that consolidates infrastructure for liquid cooling, high-power busway and high-density NetShelter Racks. In addition, EcoStruxure Rack Solutions incorporate detailed rack configurations and frameworks designed to accelerate High Performance Computing (HPC) and AI data centre deployments. The new EcoStruxure Pod Data Centre and EcoStruxure Rack Solutions are now available globally. Article content Organizations are deploying AI clusters and grappling with extreme rack power densities, which are projected to reach 1MW and beyond. Schneider Electric's new line of solutions equips customers with integrated, data-validated, and easily scaled white space solutions that address new challenges in pod and rack design, power distribution and thermal management. Article content 'The sheer power and density required for AI clusters create bottlenecks that demand a new approach to data centre architecture,' said Himamshu Prasad, senior vice president of EcoStruxure IT, Transactional & Edge and Energy Storage Centre of Excellence at Schneider Electric. 'Customers need integrated infrastructure solutions that not only handle extreme thermal loads and dynamic power profiles but also deploy rapidly, scale predictably, and operate efficiently and sustainably. Our innovative next-generation EcoStruxure solutions that support NVIDIA technology address these critical requirements head on.' Article content Prefabricated Modular EcoStruxure Pod Data Centre: Prefabricated, scalable pod architecture enables operators to deploy high-density racks, supporting pods up to 1MW and beyond, at scale. Engineered-to-order, the new pod infrastructure offers flexibility and supports liquid cooling, power busway, complex cabling, as well as hot aisle containment, InRow and rear door heat exchanger cooling architectures. The Prefabricated Modular EcoStruxure Pod Data Centre is now shipping pre-designed and pre-assembled with all components for rapid deployment to support high-density workloads. EcoStruxure Rack Solutions: These reliable, high-density rack systems adapt to EIA, ORV3 and NVIDIA MGX modular design standards approved by leading IT chip and server manufacturers. Configurations accommodate a wide array of power and cooling distribution schemes and employ Motivair by Schneider Electric in-rack liquid cooling, as well as new and expanded rack and power distribution products, including: NetShelter SX Advanced Enclosure: This new line features taller, deeper, and stronger racks to support increased weight, cabling and infrastructure. NetShelter SX Advanced features a reinforced shipload rating and is safeguarded with shock packaging, ensuring secure transport of AI servers and liquid cooling systems. NetShelter Rack PDU Advanced: These power distribution units have been updated to support the high-current power needs of AI servers. Designed for efficient rack layouts, the NetShelter Rack PDU Advanced offers compact vertical and horizontal models with higher counts of dedicated circuits. Intelligent operational features now enabled by Schneider Electric's Network Management Card enhance security and provide seamless integration to EcoStruxure IT. NetShelter Open Architecture: This Open Compute Project (OCP) inspired rack architecture is available as a configure-to-order solution and includes open rack standards, power shelf and in-rack busbar. As part of this, a new Schneider Electric rack system has also been developed to support the NVIDIA GB200 NVL72 system that utilizes the NVIDIA MGX architecture in its rack design, integrating Schneider Electric into NVIDIA's HGX and MGX ecosystems for the first time. Article content 'Schneider Electric's innovative solutions provide the reliable, scalable infrastructure our customers need to accelerate their AI initiatives,' said Vladimir Troy, vice president of data centre engineering, operations, enterprise software and cloud services at NVIDIA. 'Together, we're addressing the rapidly growing demands of AI factories — from kilowatt to megawatt-scale racks—and delivering future-proof solutions that maximize scalability, density and efficiency.' Article content The new solutions and suite of engineered data centre reference designs equip data centre operators and Schneider Electric's partner ecosystem with the infrastructure and information needed to deploy powerful AI clusters faster and more reliably while addressing common barriers to adoption, including: These enhanced EcoStruxure offerings add to Schneider Electric's robust line of fully integrated, end-to-end AI infrastructure solutions — spanning advanced hardware, intelligent software, services such as EcoCare™ and EcoConsult for Data Centres, and strategic industry partnerships with key IT players. Schneider Electric is the partner of choice for building efficient, resilient, scalable and AI-optimized data centres. Article content About Schneider Electric Article content Schneider's purpose is to create Impact by empowering all to make the most of our energy and resources, bridging progress and sustainability for all. At Schneider, we call this Life Is On. Our mission is to be the trusted partner in Sustainability and Efficiency. We are a global industrial technology leader bringing world-leading expertise in electrification, automation and digitization to smart industries, resilient infrastructure, future-proof data centres, intelligent buildings, and intuitive homes. Anchored by our deep domain expertise, we provide integrated end-to-end lifecycle AI-enabled Industrial IoT solutions with connected products, automation, software and services, delivering digital twins to enable profitable growth for our customers. We are a people company with an ecosystem of 150,000 colleagues and more than a million partners operating in over 100 countries to ensure proximity to our customers and stakeholders. Learn more at or follow them on Instagram, X, Facebook, and LinkedIn at @SchneiderElectricCA. For media resources, visit Schneider Electric's online newsroom, Article content Article content Article content Article content Article content Contacts Article content For more information: Article content
