Browsing Tag
Schneider Electric
24 posts
Why Schneider Electric Infrastructure’s Rs 2,169cr backlog has a margin problem
Schneider Electric Infrastructure’s order backlog reached ₹2,169 crore after a record ₹915 crore Q1 intake, but net profit fell about 70% as commodity costs and legacy-contract pricing squeezed margins.
Can Trane and Eaton’s joint design outrun Vertiv’s single-vendor AI infrastructure play?
Trane Technologies and Eaton have aligned an AI data centre design with NVIDIA DSX, promising 30% installation savings. Can it out-compete Vertiv's stack?
Emerson (NYSE: EMR) rolls out PACEdge 3.0 with AI capability for industrial edge
Emerson's PACEdge 3.0 pushes AI and containerised workloads to the industrial edge, and the read is whether it accelerates $1.68bn software ACV growth.
Firebird has opened its Armenia AI factory. Can 15 MW really become 2 GW by 2028?
Firebird has opened a 15 MW artificial intelligence factory in Armenia powered by 6,144 NVIDIA B200 GPUs, turning the first phase of an ambitious infrastructure programme into an operating asset. The harder challenge now is scaling beyond 70,000 GPUs in Armenia and toward a roughly 2 GW international network without allowing power, deployment or customer utilisation to lag behind capacity.
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.