    |
|
||||||
|
|||||||
|
|||||||
|
|
|
10月17日，法國電力巨頭施耐德電氣（Schneider Electric）宣布已簽署協(xié)議，收購了面向高性能計算的液體冷卻技術(shù)公司Motivair Corporation（“Motivair”）的控股權(quán)。 根據(jù)交易條款，施耐德電氣將以8.5億美元的全現(xiàn)金對價收購Motivair股權(quán)中75%的初始控股權(quán)，其中包括增稅的價值，并將Motivair的估值定為2025財年預(yù)計收入的中個位數(shù)。該交易受慣例成交條件的約束，包括獲得所需的監(jiān)管批準(zhǔn)，預(yù)計將在未來幾個季度完成。完成后，Motivair將在施耐德電氣的能源管理業(yè)務(wù)中報告。施耐德電氣預(yù)計將于2028年收購剩余25%的非控股權(quán)益。
資料顯示，Motivair成立于1988年，總部位于美國紐約州布法羅市，是一家專門為高性能計算系統(tǒng)提供液體冷卻和先進熱管理解決方案的公司，目前擁有150多名員工。憑借其強大的工程能力和深厚的領(lǐng)域?qū)I(yè)知識，Motivair可以提供世界一流的產(chǎn)品系列，包括冷卻液分配裝置（CDU）、后門換熱器（RDHx）、冷板和散熱裝置（HDU），以及用于熱管理的冷卻器。Motivair為客戶提供頂級產(chǎn)品組合，以應(yīng)對現(xiàn)代計算技術(shù)的熱挑戰(zhàn)。
近年來，生成式人工智能的出現(xiàn)和大型語言模型（LLM）參數(shù)量的持續(xù)增長，推動了對于更高性能處理器的龐大需求。而這種向加速計算的轉(zhuǎn)變，導(dǎo)致新的數(shù)據(jù)中心架構(gòu)需要更高效的冷卻解決方案，特別是液體冷卻，因為僅靠傳統(tǒng)的空氣冷卻無法減輕由此產(chǎn)生的更高熱量。 比如，英偉達液冷的GB200 NVL72 單個機架功率就高達120kW。這種更高的計算和功率密度推動了對有效冷卻的需求。 雖然液體冷卻不是一項新技術(shù)，但隨著數(shù)據(jù)中心和人工智能在內(nèi)的計算密度越來越高，對有效冷卻的需求也將增長，多個分析師預(yù)測，未來幾年液體冷卻解決方案的復(fù)合年增長率將超過30%。
Motivair在使用液體冷卻解決方案冷卻世界上最快的超級計算機方面擁有多年無與倫比的經(jīng)驗。最近幾個季度，該公司一直在追蹤強勁的兩位數(shù)增長軌跡，隨著其向幾個最大的數(shù)據(jù)中心和人工智能客戶提供端到端的液體冷卻解決方案，預(yù)計這一趨勢將繼續(xù)下去。 施耐德電氣認(rèn)為，此次交易加強了其的直接芯片液體冷卻和高容量熱解決方案組合，增強了現(xiàn)有產(chǎn)品，并進一步推動了冷卻技術(shù)的創(chuàng)新。 施耐德電氣首席執(zhí)行官Peter Herweck評論道：“收購Motivair是重要的一步，進一步鞏固了我們在數(shù)據(jù)中心價值鏈中的世界領(lǐng)先地位。Motivair獨特的液體冷卻產(chǎn)品組合補充了我們在數(shù)據(jù)中心冷卻方面的價值主張，并進一步鞏固了我們在從電網(wǎng)到芯片和從芯片到冷卻器的數(shù)據(jù)中心建設(shè)中的突出地位�！� Motivair 總裁兼首席執(zhí)行官Rich Whitmore表示：“施耐德電氣與我們有著共同的核心價值觀和對創(chuàng)新、可持續(xù)性和卓越的承諾。交易完成后，他們將繼續(xù)在紐約州布法羅市經(jīng)營Motivair業(yè)務(wù)。與施耐德的合作將使我們能夠進一步擴大業(yè)務(wù)規(guī)模，投資新技術(shù)，推動我們的使命向前發(fā)展，鞏固我們作為行業(yè)領(lǐng)導(dǎo)者的地位。我們很高興能一起踏上這段激動人心的旅程�！� 施耐德電氣來自數(shù)據(jù)中心和網(wǎng)絡(luò)終端市場的需求（占其2023財年集團訂單的21%）一直是增長的關(guān)鍵驅(qū)動力，自2017年以來，數(shù)據(jù)中心市場的銷售額以兩位數(shù)的復(fù)合年增長率增長，并將在未來幾年繼續(xù)增長。全球十大云和服務(wù)提供商信任施耐德電氣的解決方案，而六分之四的數(shù)據(jù)中心公司依賴其可持續(xù)發(fā)展業(yè)務(wù)的咨詢和服務(wù)。
Rueil-Malmaison (France), October 17, 2024 – Schneider Electric, the global leader in the digital transformation of energy management and automation, today announces that it has signed an agreement to acquire a controlling interest in Motivair Corporation (“Motivair”), a company specialized in liquid cooling and advanced thermal management solutions for high performance computing systems. The advent of Generative-AI and the introduction of Large Language Models (LLMs) have been additional catalysts driving enhanced power needs to support increased digitization across end-markets. This shift to accelerated computing is resulting in new data center architectures requiring more efficient cooling solutions, particularly liquid cooling, as traditional air cooling alone cannot mitigate the higher heat generated as a result. As the compute within data centers becomes higher-density, the need for effective cooling will grow, with multiple market and analyst forecasts predicting growth in liquid cooling solutions in excess of +30% CAGR in the coming years. This transaction strengthens Schneider Electric’s portfolio of direct-to-chip liquid cooling and high-capacity thermal solutions, enhancing existing offerings and furthering innovation in cooling technology.
Headquartered in Buffalo, NY, Motivair was founded in 1988 and currently has over 150 employees. Leveraging its strong engineering competency and deep domain expertise, Motivair has a world class range of offers including Coolant Distribution Units (CDUs), Rear Door Heat Exchangers (RDHx), Cold Plates and Heat Dissipation Units (HDUs), alongside Chillers for thermal management. Motivair provides its customers with a top-tier portfolio to meet the thermal challenges of modern computing technology. While liquid cooling is not a new technology, specific application to the Data Center and AI environment represents a nascent market set for strong growth in the coming years. Motivair has years of unrivaled experience in cooling the world’s fastest supercomputers with liquid cooling solutions. In recent quarters, the company has been tracking a strong double-digit growth trajectory, which is expected to continue as it pivots to provide end-to-end liquid cooling solutions to several of the largest Data Center and AI customers. Peter Herweck, Chief Executive Officer of Schneider Electric commented: “The acquisition of Motivair represents an important step, furthering our world leading position across the Data Center value chain. The unique liquid cooling portfolio of Motivair complements our value proposition in Data Center cooling and further strengthens our prominent position in Data Center build out from Grid to Chip and from Chip to Chiller.” “Schneider Electric shares our core values and commitment to innovation, sustainability and excellence," said Rich Whitmore, President & CEO of Motivair Corporation, who will continue to run the Motivair business out of Buffalo, NY after the closing of the transaction. "Joining forces with Schneider will enable us to further scale our operations and invest in new technologies that will drive our mission forward and solidify our position as an industry leader. We are thrilled to embark on this exciting journey together." Under the terms of the transaction, Schneider Electric will acquire an initial 75% controlling interest in the equity of Motivair for an all-cash consideration of $850 million, which includes the value of a tax step-up, and values Motivair at a mid-single digit multiple of projected FY2025 revenue. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals, and is expected to close in the coming quarters. On completion, Motivair would be reported within the Energy Management business of Schneider Electric. The Group expects to acquire the remaining 25% of non-controlling interests in 2028. Schneider Electric’s exposure to the Data Center & Networks end-market, which represented 21% of FY23 Group orders, has been a key driver of growth, with sales into the Data Center market growing at a double-digit CAGR since 2017 and set to continue in the coming years. The world’s top 10 cloud & service providers trust Schneider Electric’s solutions, while 4 out of 6 Data Center companies rely on consulting and services from its Sustainability business. About Motivair About Schneider Electric:
The advent of Generative-AI and the introduction of Large Language Models (LLMs) have been additional catalysts driving enhanced power needs to support increased digitization across end-markets. This shift to accelerated computing is resulting in new data center architectures requiring more efficient cooling solutions, particularly liquid cooling, as traditional air cooling alone cannot mitigate the higher heat generated as a result. As the compute within data centers becomes higher-density, the need for effective cooling will grow, with multiple market and analyst forecasts predicting growth in liquid cooling solutions in excess of +30%1 CAGR in the coming years. This transaction strengthens Schneider Electric’s portfolio of direct-to-chip liquid cooling and high-capacity thermal solutions, enhancing existing offerings and furthering innovation in cooling technology. Headquartered in Buffalo, NY, Motivair was founded in 1988 and currently has over 150 employees. Leveraging its strong engineering competency and deep domain expertise, Motivair has a world class range of offers including Coolant Distribution Units (CDUs), Rear Door Heat Exchangers (RDHx), Cold Plates and Heat Dissipation Units (HDUs), alongside Chillers for thermal management. Motivair provides its customers with a top-tier portfolio to meet the thermal challenges of modern computing technology. While liquid cooling is not a new technology, specific application to the Data Center and AI environment represents a nascent market set for strong growth in the coming years. Motivair has years of unrivaled experience in cooling the world’s fastest supercomputers with liquid cooling solutions. In recent quarters, the company has been tracking a strong double-digit growth trajectory, which is expected to continue as it pivots to provide end-to-end liquid cooling solutions to several of the largest Data Center and AI customers. Peter Herweck, Chief Executive Officer of Schneider Electric commented: “The acquisition of Motivair represents an important step, furthering our world leading position across the Data Center value chain. The unique liquid cooling portfolio of Motivair complements our value proposition in Data Center cooling and further strengthens our prominent position in Data Center build out from Grid to Chip and from Chip to Chiller.” “Schneider Electric shares our core values and commitment to innovation, sustainability and excellence," said Rich Whitmore, President & CEO of Motivair Corporation, who will continue to run the Motivair business out of Buffalo, NY after the closing of the transaction. "Joining forces with Schneider will enable us to further scale our operations and invest in new technologies that will drive our mission forward and solidify our position as an industry leader. We are thrilled to embark on this exciting journey together." Under the terms of the transaction, Schneider Electric will acquire an initial 75% controlling interest in the equity of Motivair for an all-cash consideration of $850 million, which includes the value of a tax step- up, and values Motivair at a mid-single digit multiple of projected FY2025 revenue. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals, and is expected to close in the coming quarters. On completion, Motivair would be reported within the Energy Management business of Schneider Electric. The Group expects to acquire the remaining 25% of non- controlling interests in 2028. Schneider Electric’s exposure to the Data Center & Networks end-market, which represented 21% of FY23 Group orders, has been a key driver of growth, with sales into the Data Center market growing at a double-digit CAGR since 2017 and set to continue in the coming years. The world’s top 10 cloud & service providers trust Schneider Electric’s solutions, while 4 out of 6 Data Center companies rely on consulting and services from its Sustainability business.
關(guān)于我們 北京漢深流體技術(shù)有限公司是丹佛斯中國數(shù)據(jù)中心簽約代理商。產(chǎn)品包括FD83全流量自鎖球閥接頭，UQD系列液冷快速接頭、EHW194 EPDM液冷軟管、電磁閥、壓力和溫度傳感器及Manifold的生產(chǎn)和集成服務(wù)。在國家數(shù)字經(jīng)濟、東數(shù)西算、雙碳、新基建戰(zhàn)略的交匯點，公司聚焦組建高素質(zhì)、經(jīng)驗豐富的液冷工程師團隊，為客戶提供卓越的工程設(shè)計和強大的客戶服務(wù)。 公司產(chǎn)品涵蓋：丹佛斯液冷流體連接器、EPDM軟管、電磁閥、壓力和溫度傳感器及Manifold。 - 針對機架式服務(wù)器中Manifold/節(jié)點、CDU/主回路等應(yīng)用場景，提供不同口徑及鎖緊方式的手動和全自動快速連接器。
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
