One signal

Amsted Industries is considering selling Baltimore Aircoil Co. in a deal that could value the data-centre cooling specialist at about $6bn, Bloomberg reports, citing people familiar with the matter.

Why it matters

The reported sale process is a useful signal about the less glamorous machinery behind the AI boom. Cooling systems are becoming strategically important as data centres pack in more power-hungry computing equipment, even if they rarely get invited to the flashy product launch. The report does not say that a buyer has been selected or that a transaction will happen. For now, the practical takeaway is that demand for data-centre infrastructure is reaching deep into specialist industrial businesses. Is cooling becoming as important to AI infrastructure investors as chips and servers, or is this simply another overheated corner of the boom?

Discuss: Is cooling becoming as important to AI infrastructure investors as chips and servers, or is this simply another overheated corner of the boom?

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