BorgWarner's Data Center Deal Has It Shifting Gears From Drivetrains to Large Language Models
Key takeaways
- BWA NVDA Borg Warner (NYSE: BWA) is a name investors associate with turbochargers and drivetrains, but now it s thrown its hat into the hyperscaler ring.
- The deal with Turbo Cell, a subsidiary of infrastructure developer Endeavor, marks an important entry into the industrial power market.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
BWA NVDA Borg Warner (NYSE: BWA) is a name investors associate with turbochargers and drivetrains, but now it s thrown its hat into the hyperscaler ring. In February, the company signed a master supply agreement to provide modular turbine generators to help power data centers.
The deal with Turbo Cell, a subsidiary of infrastructure developer Endeavor, marks an important entry into the industrial power market. Management expects production to begin in 2027, with sales exceeding $300 million in the first year and the potential to grow in the "mid-teens" over the coming decade.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »