Quantifying points of change across the data center industrials complex
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October 25, 2026
Coolant Distribution Unrest: Manufacturing reshuffle & possible hyperscaler blacklist to deepen Vertiv share-loss?
We have spent the last few weeks doing checks on supply-demand dynamics for coolant distribution units (CDU), the flagship SKU for liquid cooling. Subjects covered include multiple product & manufacturing issues at industry leader Vertiv…
October 16, 2026
TradeTakes: OCP 2026 Addresses 800 V Elephant, CDU leakages, Supply Chain Disruptions
We just returned from San Jose, where we sat down in-person with private OEM and EPC contacts at key industry tradeshow OCP (15,000+ in attendance vs. Yotta’s 7,000). Overall, we found our concerns on OEM…
October 2, 2026
TradeTakes: YottaBytes address Breaker / BESS Supply, CDU Product Issues, & MOD supply chain
We just returned from Las Vegas, where we spent 3 days speaking with private OEMs and EPCs at key industry tradeshow Yotta. Some takeaways from our conversations below. APAC supply is coming for NAM lead…
September 24, 2026
ShovelCheck: Kiewit on CCGT demand trends, long-lead equipment
Last week, we hosted market leadership at Kiewit’s complex-cycle gas power EPC unit (#1 in North America). We estimate +67% y/y revenue growth for this business in 2027, placing it $30bn+. Conclusions below – reads…
September 3, 2026
Checks: Negative Business Momentum Hits Data Center Vendors – Launching Flux Research
We initiate Data Center on-site on NEGATIVE revisions outlook, Data Center power generation at NEUTRAL. Checks: Negative Business Momentum hits Data Center Vendors – initiate Data Center on-site on NEGATIVE revisions outlook, Data Center power…