Eaton (ETN) – the acquisition of Boyd Thermal is a very smart move in the hot business of AI cooling!
The 9.5 billion USD Boyd deal positions Eaton perfectly for the boom in liquid cooling in AI data centers – a market with explosive growth potential!
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I see Eaton's acquisition of Boyd Thermal for 9.5 billion USD as a strategically necessary move. AI chips consume up to ten times more power than traditional servers and run significantly hotter – liquid cooling is no longer an option but a necessity. Eaton's willingness to pay 9.5 billion USD underscores the urgency to participate in this future market, especially since the competition is also not standing still: Schneider Electric and Vertiv have already made similar acquisitions. Furthermore, Eaton's weak Q3 revenues explain why the Boyd...
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