DNOW and Data Centers: A New Tailwind for PVF and Pumps

Key Takeaways DNOW entered data centers, supplying PVF and pumps to 11 customers across four U.S. markets in 2025.DNOW sees data centers as incremental demand tied to power and gas infrastructure expansion.DNOW's ERP disruptions risk slowing execution, delaying growth and margin recovery into 2026.DNOW Inc. (DNOW) is witnessing a newer adjacency in data centers as power and gas infrastructure expands. The early activity is still small relative to the company’s energy infrastructure base, but it is a tangibl ...