Data Center
Johnson Controls Data Center Strategy: 5 Key Moves Since 2021
June 1st, 2026CBRE Building Operations Revenue Surges Over 15% Reshaping Smart Building Services
April 30th, 2026
Johnson Controls Eyes $4.5B Security Sale: 3 Potential Buyers Analyzed
Johnson Controls is working with advisers to gauge buyer appetite for its Access Control and Intrusion Detection units, with a combined price tag potentially reaching $4.5 billion, according to a Bloomberg report. The company is exploring selling the units separately or together, though deliberations remain at an early stage and retaining one or both is […]
Azbil’s AI & Data Center Strategy: 3 Key Moves Shaping Its Growth Plan
In this Research Note, we examine Azbil, a Japanese public company with a leading position in the domestic building automation market. We review their latest Annual Report published 10th November 2025, highlighting their medium-term plan to 2027 and assess two significant strategic investments in AI-enhanced cloud services and data centers with DATAFLUCT and X1Studio, respectively. […]
Eaton’s $11B Acquisition Spree Powers Data Center Growth in 2026
This Research Note examines Eaton Electrical businesses worldwide, the Americas, and Global business units, which account for 73% of Eaton Corporation’s net revenues. We highlight their acquisitions and strategic investments over the last two years to date and assess the group’s largest end market, data centers, in 2026. The two Electrical business segments combined account […]
Legrand’s Data Center Growth: Energy & Digital Transition 53% of Sales
In this Research Note, we examine Legrand Group, from the perspective of its 2025 financial results reported on 12th February 2026. We highlight the group’s strategic roadmap, its focus on high-growth segments and acquisitions, and then comment on Legrand’s positioning in the global data center infrastructure ranking. Legrand Profile Legrand, a French public company, positions […]
Data Center M&A Surge: 11 Major Suppliers Battle for Dominance
This Research Note examines the major acquisitions, investments, and partnerships in the data center infrastructure sector since October 2024. We chart the activities of 11 primary suppliers of infrastructure to this vertical market as AI-driven demand and intense competition drive M&A and investment. Acquisitions, Investments & Partnerships in Data Center Infrastructure Our chart below documents […]
Johnson Controls Joins Data Center Liquid Cooling Deal Frenzy
This Research Note examines the acquisition of Alloy Enterprises by Johnson Controls, announced on 18th February 2026. The startup has developed technology for direct liquid cooled (DLC) components in data centers which enables a reduction in energy consumption. We highlight the innovative manufacturing process, the strategic rationale of the acquisition and our view of this […]
Siemens Rides the AI Boom: 35% Surge in Data Center Revenue Q1 2026
This Research Note examines the data center business of Siemens Smart Infrastructure (SI), based on Siemens FY 2025 Results and Q1 2026 results, 12th February 2026. We highlight their growth, strategy, and partnerships in this key vertical, before assessing the competitive landscape and Siemens position in our ranking of major building infrastructure suppliers to this […]
Trane Buys LiquidStack: 2nd Data Center Deal in 3 Months Signals Ambition
This Research Note examines the acquisition of LiquidStack by Trane Technologies, highlighting the development of the scale-up since its founding, its funding from external investors, and its manufacturing footprint, before assessing how the major HVAC and electrical equipment players have been investing in this high-growth market. Transaction Details On 10th February 2026, Trane Technologies agreed […]
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