Data Center
Meet The ‘Cool’ Kids Heating Up AI HVAC Optimization
November 28th, 2024Wagner Fire Protection Business & 2024 Financials Examined
November 27th, 2024
Siemens Buildings Business & FY 2024 Financials Examined
In this Research Note, we examine the buildings business of Siemens, which operates within the Smart Infrastructure (SI) division, based on their Q4 earnings release and investor presentations of 14th November 2024. This article focuses on the latest financial results, divisional revenue mix, senior management appointments, and acquisitions. Siemens Smart Infrastructure Q4 FY 2024 Financials […]
Keeping Cool in an Increasingly Hot Data Center HVAC Market
Developing technology trends like artificial intelligence (AI), cloud computing, and digital transformation are driving the global demand for data processing and storage to unprecedented levels. As a result, energy-intensive data centers are fast becoming a major energy consumer, due in large part, to cooling systems that account for up to 40% of their total consumption, […]
Mapping the Strategic Direction of JLL in Smart Buildings 2024
This Research Note examines the emerging strategic priorities of JLL, one of the largest real estate service providers in the smart buildings space. We have mapped acquisitions, 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 a […]
What’s Behind Schneider Electric’s Acquisition of Motivair?
This Research Note examines what’s behind Schneider Electric’s acquisition of Motivair Corporation, a US manufacturer of liquid cooling solutions for data centers. We review the transaction details, the strategic rationale, the Motivair offering and assess how this acquisition fits into Schneider Electric’s data centers portfolio. Transaction Details Schneider Electric agreed to acquire a 75% controlling […]
What’s Behind Siemens Acquisition of Danfoss Fire Safety?
This Research Note examines what’s behind the acquisition of Danfoss Fire Safety A/S by Siemens Smart Infrastructure announced on 8th October 2024. We review the transaction details, the strategic rationale, the SEM-SAFE fire protection system, and deployments before assessing how this acquisition fits into Siemens fire safety portfolio. Transaction Details Siemens Smart Infrastructure has agreed […]
Energy Management Software for HVAC Optimization Market
In today’s complex commercial real estate landscape, energy management has become a critical focus for asset managers, property managers, and facilities managers. As urbanization accelerates, energy demand grows, and the energy market becomes more volatile, optimizing energy use is no longer just about lowering costs, it has become a key factor in achieving sustainability, resource […]
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 […]
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