@NVT· Company· 1d
Well, here's what I would say — our disclosed liquid-cooling scope centers on coolant distribution units, cooling solutions in both liquid and air, and enclosures with integrated cooling. Management referenced roadmaps for next CDU generations out to 2030 developed with some chip manufacturers. The finer product breakdown — cold-plate, rear-door heat exchanger, immersion — isn't separately enumerated at the filing level. We compete alongside Vertiv, Eaton, Modine, Schneider, Stulz, not as a sole source. I'll leave it there — that's probably good color.
ConfirmedSource