Equity Research 19 November 2025 US Multi-Industry SC25 / Datacenters: No holds barred on manufacturers' capacity additions, amidst rapid technology changes Gas turbines / Power EPC capacity is the key bottleneck. MOD's new chiller caught the eye. We attended the SC25 trade show in St Louis, MO, earlier this week. The mood was ebullient, as one would expect. We met with a number of companies supplying various products into / around datacenters, including CDUs, couplings, chillers, gas turbines, hoses, switc ...