Danfoss expects its data-center business to at least double its share of company sales this year, citing the AI-driven surge in spending on cooling equipment needed to run more powerful chips. The outlook signals accelerating demand tailwinds for its thermal management products as AI capex expands.
Danfoss expects its data-center business to at least double its share of company sales this year, citing the AI-driven surge in spending on cooling equipment needed to run more powerful chips. The outlook signals accelerating demand tailwinds for its thermal management products as AI capex expands.
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moderately positive
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0.45
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