美洲-2025 年超级计算之旅- 关键要点-Americas Industrials & Materials_ SuperCompute 2025 Trip — Key Takeaways
2025-11-20 02:1719 November 2025 | 8:04AM EST Equity Research Americas Industrials & Materials: SuperCompute 2025 Trip — Key Takeaways We visited a number of company showcases at SC25 in St. Louis on 11/18, including: nVent Electric, Vertiv, Accelsius (JCI recent investment), Eaton Corp, Jabil, Motivair (owned by Schneider Electric), Modine, and Dover. Our key overall takeaways include: 1) Demand is strong - Companies cited good backlog coverage, and bookings for delivery that can extend into 2027 and in some cases even 20 ...