Browsing Tag
Schneider Electric
20 posts
Cadence says AuraStack can deliver 15X productivity. What must $CDNS prove next?
Cadence Design Systems is taking its agentic artificial intelligence strategy beyond chip development into printed circuit boards, advanced packaging and multiphysics analysis. AuraStack broadens the company’s competitive moat, but commercial availability and repeatable customer results remain the next tests.
Vertiv Holdings (VRT) expands Malaysia manufacturing for AI data center infrastructure
Vertiv’s first Southeast Asian manufacturing facility brings power systems, liquid cooling and prefabricated data center infrastructure closer to Asia’s rapidly expanding artificial intelligence market. The strategic payoff will depend on execution, utilization and whether regional data center projects can secure enough power and water to proceed on schedule.
Jabil’s AI infrastructure flywheel hits $13.6bn as $JBL trades within striking distance of its 52-week high
Jabil ($JBL) raises FY26 revenue to $35B as AI revenue hits $13.6B, announces Adani India alliance. Full executive analysis on the AI infrastructure thesis here.
Flexential brings in Sam Rudek as COO amid nationwide AI infrastructure buildout
Find out how Flexential’s COO appointment could shape AI-ready data center growth, operations, reliability and U.S. expansion.
Can liquid cooling solve the power crisis in hyperscale AI data centers?
Can liquid cooling solve the growing power crisis in hyperscale AI data centers? Explore how advanced cooling technologies may reshape AI infrastructure.
Blackstone (NYSE: BX) to acquire majority stake in Advanced Cooling Technologies as AI data centre heat surge reshapes thermal management market
Blackstone (BX) agrees to acquire a majority stake in Advanced Cooling Technologies as AI-driven data centre heat loads push liquid cooling toward a $30bn market. Read more.
AI meets infrastructure: Inside Schneider Electric’s new utility grid platform
Find out how Schneider Electric’s new AI-powered grid platform is helping utilities modernize and cut outage costs — with 184% ROI and real-time insights.
Can Schneider Electric’s AI grid platform help America avoid its next blackout crisis?
Schneider Electric’s new AI platform helps utilities modernize grids and reduce outages. Find out how it’s reshaping energy infrastructure worldwide.
Is medium-voltage infrastructure the unsung backbone of the AI energy boom?
Medium-voltage switchgear is powering AI data centers, EV hubs, and smart grids. Explore why it's now core to America’s energy future.
Can Schneider Electric’s Mt. Juliet plant supercharge U.S. energy resilience and reshoring goals?
Schneider Electric opens a major new U.S. manufacturing facility in Tennessee. Find out how it fits into America’s energy resilience and reshoring plans.