Group 1 - JCI has made a capability acquisition by acquiring Alloy, which brings differentiated technology for manufacturing processes and material technology, enhancing JCI's portfolio for data centers and other mission-critical environments [1] - The technology from Alloy is expected to significantly improve JCI's product line, particularly the CDU, which has seen strong market reception and a growing pipeline nearing $1 billion [2] - The Alloy technology, with its stack forging capabilities, is anticipated to create a unique CDU offering, potentially positioning JCI as a leader in the thermal chain market [3]