Following on October 17's Opportunity: "Next-Gen AI Needs Liquid Cooling".
From The Register, November 4:
Eaton and Vertiv splash cash as HPC infrastructure and AI factories run hot
Liquid cooling tech is hot. It's only Tuesday and already infrastructure specialists have forked out more than $10 billion on companies proffering tech that promises to help ease energy bills of datacenter operators.
Power management biz Eaton has signed an agreement to acquire the Boyd Thermal business of Boyd Corporation from Goldman Sachs Asset Management for $9.5 billion, while digital infrastructure firm Vertiv is set to absorb PurgeRite Intermediate LLC, a company specializing in optimizing cooling systems, for approximately $1 billion in cash.
The operating expense of heat dissipation in bit barns can account for between 30 to 45 percent [PDF] of total energy costs, according to some estimates, and the density of compute in high-performance infrastructures means those running bit barns are looking for ways to cut bills.
Eaton, perhaps best known for its uninterruptible power supply (UPS) kit, says that Boyd will bring on board its liquid cooling tech designed for increased power requirements.
The $9.5 billion Eaton is paying for the subsidiary represents an eye-watering 22.5 times Boyd Thermal's estimated earnings for next year. It has forecast sales of $1.7 billion for 2026, of which $1.5 billion is in liquid cooling. The deal is expected to close in the second quarter of 2026, subject to conditions and regulatory approval....
....MUCH MORE
Not (yet) related, June 28:
"How the UK is testing a radical plan to refreeze the Arctic"
