Flex Sees Opportunities In The New AI Data Center [Forbes]
Goldman Sachs Group, Inc. (The) (GS)
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Source: Forbes
At least it's becoming a hot market, with industry projections likely to increase as the Nvidia Blackwell GPU push increases the percentage of silicon that requires liquid cooling. Goldman Sachs estimates the server cooling market is expected to grow at a 60.7% compound annual rate from $4.1 billion in 2024 to $10.6 billion in 2026. This demand has caught the attention of many investors and large IT infrastructure companies, including Flex, the end-to-end manufacturing partner of leading data centers. Flex recently acquired privately held JetCool to help bolster its ability to add liquid cooling solutions to its existing IT infrastructure, power distribution and management offerings. Let's take a look.k. JetCool MicroConvective Cooling Flex believes JetCool's patented MicroConvective cooling solution produces an order of magnitude improvement in heat transfer relative to traditional cold plates that pass fluid over a surface. JetCool's solution uses arrays of fluid jets that rou
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- 11/22/24 - Form 424B2
- GS's page on the SEC website