Tag Archives: data centers

GE Vernova Has The Orders. Wind Power Faces Major Headwinds

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illustration of GE Vernova post-spinoff earnings showing strong power and electrification demand alongside wind segment losses

GE Vernova is the kind of spinoff that makes conglomerate breakup arguments much easier to defend. Then Wind shows up and reminds everyone why the breakup was necessary in the first place. The former GE power business reported a strong second quarter, raised full-year revenue and free-cash-flow guidance, and ended the quarter with a $176 billion backlog. Orders… Read More »

Flex Flexes Its AI Infrastructure Muscle With Planned Spinoff

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Flex AI infrastructure spinoff graphic showing data center servers, power and cooling systems, and a planned 2027 SpinCo

When I saw the headline, I had an immediate question: Flex? Then I read the press release and it dawned on me. Was this the company formerly known as Flextronics? Ten seconds of googling confirmed the hunch, though I was surprised to find that the name change happened back in 2015. I think I had hair back then,… Read More »