Data Center
What’s Behind Siemens Acquisition of Danfoss Fire Safety?
October 9th, 2024Energy Management Software for HVAC Optimization Market
October 7th, 2024
Powering the AI Factory
“The next industrial revolution has begun. Companies and countries are partnering to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center – the AI factory – to produce a new commodity: artificial intelligence,” Jensen Huang, CEO of Nvidia, announced during his Computex keynote in June 2024. Originating […]
Mapping the Strategic Direction of Schneider Electric in Smart Buildings 2024
This research note examines Schneider Electric’s emerging strategic priorities in the smart building space. We have mapped acquisitions, divestments, strategic partnerships, and investment activity to ascertain the growth ambitions of the group, by categorizing the various business relationships by technology and investment type. This article is intended as a non-exhaustive indicator of Schneider Electric’s strategic […]
Belimo Capital Markets Day 2024: Targeting Growth Hotspots
Belimo, a listed company on the Swiss Stock Exchange, hosted its Capital Markets Day 2024 on 4th September 2024. This Research Note focuses on the building automation device manufacturer’s perspective on its growth targets. This is an update to our previous coverage of Belimo’s growth strategy and our latest Examined article. At Capital Market Day […]
Is the Power of AI Worth the Power Needs of AI?
Artificial intelligence (AI) is being touted as the solution to almost all the major problems facing our world today, not least climate change. AI promises to drive efficiency in our smart buildings, cities, and grids, it is also expected to reduce energy consumption through the automation of manufacturing and construction. However, the sheer scale of […]
Legrand Building Infrastructure Business & 2023 Financials Examined
In this Research Note, we examine Legrand Group, from the perspective of its latest financial results reported on 15th February 2024, strategic roadmap and acquisitions, based on investor presentations and their 2023 Universal Registration Document. Legrand positions itself as the only global specialist in electrical and digital building infrastructure, with the largest product offering on […]
Trane Technologies Commercial HVAC Business 2023 Examined
In this Research Note, we examine the 2023 business and financials of Trane Technologies, based on their full-year results announced on 1st February 2024, their 2023 10K Report and other announcements. Acquisitions, strategic investments and partnerships in the last 12 months are also highlighted. Since becoming a public company in 2020, Trane Technologies has positioned […]
ABB Capital Markets Day 2023: Key Takeaways for Smart Buildings
ABB hosted its Capital Markets Day 2023 at ABB Electrification’s circuit breaker production facility in Frosinone, Italy on 30th November 2023. This Research Note focuses on the Swiss conglomerate’s perspective on its Smart Buildings division within the Electrification business. Key takeaways are highlighted across its digital offerings, energy efficiency solutions and M&A strategy. The Smart […]
Wagner Fire Protection Solutions Business and Financials Examined
In this Research Note, we examine Wagner Group GmbH, the German fire protection solutions provider based on their 2022/2023 results and the group’s recent expansion strategy. In the field of fire detection and fire prevention, the Wagner Group, headquartered in Langenhagen, Germany. is one of the technology leaders with more than 700 patents. Their core […]
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