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15:00
Jan 29 ◎
Dave Rigneri Chair and CEO, Trane Technologies plc TT Q4 FY25 call
Trane is directly involved in designing 'data centers of the future' with NVIDIA/hyperscalers and sees chillers remaining part of the design for 2-4 years out, but is modeling higher innovation in thermal management that may affect service intensity. — This is a direct rebuttal to liquid-cooling disruption fears for chiller OEMs, but implies ongoing thermal system design changes that could impact maintenance/service recurring revenue.
NVDA
HIGH

About NVDA Analyst Coverage

Buzzberg tracks NVDA (NVIDIA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Dave Rigneri.