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Jabil Acquires Mikros Technologies to Support Demand for Liquid Cooling in AI Data Centers

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Jabil Inc. (NYSE: JBL) has acquired Mikros Technologies , a leader in liquid cooling solutions for thermal management. The acquisition, completed on October 1, aims to support the growing demand for liquid cooling in AI data centers. Mikros Technologies' expertise in thermal management and precision jetting solutions spans over 30 years.

The acquisition enhances Jabil's capabilities in managing intense thermal requirements for current and future products, focusing on energy efficiency and cost-effectiveness. Mikros' proprietary microchannel cold plate designs can cool over one kilowatt per square centimeter, complementing Jabil's portfolio of data center lifecycle solutions, semiconductor test equipment solutions, and energy and transportation solutions.

This strategic move positions Jabil to better serve cloud service providers, hardware OEMs, and liquid cooling solutions providers, while also exploring opportunities in other markets requiring advanced thermal management.

Jabil Inc. (NYSE: JBL) ha acquisito Mikros Technologies, leader nelle soluzioni di raffreddamento a liquido per la gestione termica. L'acquisizione, completata il 1° ottobre, mira a supportare la crescente domanda di raffreddamento a liquido nei data center per AI. L'esperienza di Mikros Technologies nella gestione termica e nelle soluzioni di nebulizzazione di precisione si estende per oltre 30 anni.

L'acquisizione migliora le capacità di Jabil nella gestione di requisiti termici intensi per prodotti attuali e futuri, focalizzandosi su efficienza energetica e costi contenuti. I progetti esclusivi di piastre fredde a microcanali di Mikros possono raffreddare oltre un kilowatt per centimetro quadrato, completando il portafoglio di Jabil di soluzioni per il ciclo di vita dei data center, attrezzature per test di semiconduttori e soluzioni energetiche e di trasporto.

Questa mossa strategica posiziona Jabil per servire meglio i fornitori di servizi cloud, gli OEM hardware e i fornitori di soluzioni di raffreddamento a liquido, esplorando anche opportunità in altri mercati che richiedono una gestione termica avanzata.

Jabil Inc. (NYSE: JBL) ha adquirido Mikros Technologies, un líder en soluciones de enfriamiento líquido para la gestión térmica. La adquisición, completada el 1 de octubre, tiene como objetivo apoyar la creciente demanda de enfriamiento líquido en centros de datos de IA. La experiencia de Mikros Technologies en gestión térmica y soluciones de inyección de precisión abarca más de 30 años.

La adquisición mejora las capacidades de Jabil para gestionar intensos requerimientos térmicos para productos actuales y futuros, centrándose en eficiencia energética y rentabilidad. Los diseños exclusivos de placas frías microcanalizados de Mikros pueden enfriar más de un kilovatio por centímetro cuadrado, complementando el portafolio de Jabil de soluciones para el ciclo de vida de centros de datos, equipos de prueba de semiconductores y soluciones energéticas y de transporte.

Este movimiento estratégico posiciona a Jabil para servir mejor a los proveedores de servicios en la nube, OEMs de hardware y proveedores de soluciones de enfriamiento líquido, mientras exploran oportunidades en otros mercados que requieren gestión térmica avanzada.

Jabil Inc. (NYSE: JBL)은 Mikros Technologies를 인수했습니다. Mikros Technologies는 열 관리를 위한 액체 냉각 솔루션의 선두주자입니다. 10월 1일에 완료된 이번 인수는 AI 데이터 센터에서 증가하는 액체 냉각 수요를 지원하기 위한 것입니다. Mikros Technologies는 열 관리 및 정밀 제트 시스템에서 30년 이상의 전문성을 가지고 있습니다.

이번 인수는 현재 및 미래 제품의 강력한 열 요구 사항을 관리하는 Jabil의 능력을 강화하며, 에너지 효율성과 비용 효율성에 중점을 둡니다. Mikros의 독점적인 마이크로채널 콜드 플레이트 설계는 평방 센티미터당 1킬로와트 이상의 냉각이 가능하여 Jabil의 데이터 센터 수명 주기 솔루션, 반도체 테스트 장비 솔루션 및 에너지 및 운송 솔루션 포트폴리오를 보완합니다.

이 전략적 조치는 Jabil이 클라우드 서비스 제공업체, 하드웨어 OEM 및 액체 냉각 솔루션 제공업체를 보다 잘 지원할 수 있게 하며, 고급 열 관리가 필요한 다른 시장에서의 기회도 탐색합니다.

Jabil Inc. (NYSE: JBL) a acquis Mikros Technologies, un leader dans les solutions de refroidissement liquide pour la gestion thermique. L'acquisition, achevée le 1er octobre, vise à soutenir la demande croissante de refroidissement liquide dans les centres de données pour l'IA. L'expertise de Mikros Technologies en gestion thermique et en solutions de jet de précision s'étend sur plus de 30 ans.

Cette acquisition renforce les capacités de Jabil à gérer des exigences thermiques intenses pour des produits actuels et futurs, en se concentrant sur l'efficacité énergétique et la rentabilité. Les conceptions exclusives de plaques froides à microcanaux de Mikros peuvent refroidir plus d'un kilowatt par centimètre carré, complétant le portefeuille de Jabil de solutions pour le cycle de vie des centres de données, d'équipements d'essai pour semi-conducteurs et de solutions énergétiques et de transport.

Ce mouvement stratégique positionne Jabil pour mieux servir les fournisseurs de services cloud, les OEM matériels et les fournisseurs de solutions de refroidissement liquide, tout en explorant des opportunités sur d'autres marchés nécessitant une gestion thermique avancée.

Jabil Inc. (NYSE: JBL) hat Mikros Technologies übernommen, einen führenden Anbieter von Flüssigkeitskühlungslösungen für das thermische Management. Die Akquisition, die am 1. Oktober abgeschlossen wurde, zielt darauf ab, der wachsenden Nachfrage nach Flüssigkeitskühlung in KI-Datencentern Rechnung zu tragen. Mikros Technologies verfügt über mehr als 30 Jahre Erfahrung im thermischen Management und in präzisen Spritzlösungen.

Die Übernahme verbessert Jabils Fähigkeiten zur Bewältigung intensiver Wärmeanforderungen für aktuelle und zukünftige Produkte, mit einem Fokus auf Energieeffizienz und Kosteneffektivität. Die proprietären Kaltplattendesigns von Mikros mit Mikrokanälen können mehr als ein Kilowatt pro Quadratzentimeter kühlen und ergänzen Jabils Portfolio an Lebenszykluslösungen für Datencenter, Testausrüstungen für Halbleiter und Lösungen für Energie und Transport.

Diese strategische Entscheidung positioniert Jabil, um Cloud-Service-Anbietern, Hardware-OEMs und Anbietern von Flüssigkeitskühlungslösungen besser zu dienen und gleichzeitig Möglichkeiten in anderen Märkten zu erkunden, die ein fortschrittliches thermisches Management erfordern.

Positive
  • Acquisition of Mikros Technologies enhances Jabil's thermal management capabilities
  • Expands Jabil's service offerings in the growing AI data center market
  • Potential for revenue growth in various end-markets requiring thermal management
  • Acquisition aligns with increasing demand for energy-efficient cooling solutions
Negative
  • None.

Insights

Jabil's acquisition of Mikros Technologies is a strategic move to capitalize on the growing demand for liquid cooling solutions in AI data centers and other high-power density applications. This acquisition is significant for several reasons:

  • It positions Jabil to address the thermal management challenges in AI infrastructure, which is a rapidly expanding market.
  • Mikros' microchannel cold plate technology, capable of cooling over 1 kW per square centimeter, gives Jabil a competitive edge in energy-efficient cooling solutions.
  • The acquisition expands Jabil's capabilities beyond data centers to other high-growth areas like semiconductor test equipment, energy storage and electric vehicles.

For investors, this move signals Jabil's commitment to staying at the forefront of technological trends. The company is positioning itself to benefit from the AI boom and the broader shift towards more power-intensive computing. While the financial terms weren't disclosed, the long-term impact on Jabil's revenue and market position in these growing sectors could be substantial.

This acquisition aligns with Jabil's strategy to enhance its high-value engineering services and expand into growing markets. While the financial details aren't provided, the move is likely to have a positive impact on Jabil's long-term growth prospects. Here's why:

  • The global data center liquid cooling market is projected to grow at a CAGR of 24.8% from 2023 to 2028, reaching $7.9 billion by 2028.
  • Jabil's expansion into liquid cooling solutions opens up new revenue streams in high-growth sectors like AI, energy storage and EVs.
  • The acquisition could lead to increased margins as Jabil moves up the value chain with more specialized, high-tech offerings.

Investors should monitor how quickly Jabil can integrate Mikros' technology and translate it into tangible financial benefits. While the immediate impact on Jabil's $13.7 billion market cap may be , the long-term potential for value creation is significant if executed well.

Mikros Technologies’ thermal management capabilities complement Jabil’s existing data center solutions to enable the growth of AI infrastructure

ST. PETERSBURG, Fla.--(BUSINESS WIRE)-- Jabil Inc. (NYSE: JBL), a global leader in design, manufacturing, and supply chain solutions, today announced the successful acquisition of Mikros Technologies LLC, a leader in the engineering and manufacturing of liquid cooling solutions for thermal management, completed October 1.

Located in the hills of New Hampshire, Mikros Technologies has specialized in thermal management and precision jetting solutions for over 30 years. (Photo: Business Wire)

Located in the hills of New Hampshire, Mikros Technologies has specialized in thermal management and precision jetting solutions for over 30 years. (Photo: Business Wire)

As the continued adoption of artificial intelligence, energy storage, and electric vehicles drives higher-power density systems across consumer and commercial industries, liquid cooling has emerged as a more energy-efficient alternative to air cooling for many applications. This acquisition will provide Jabil with critical capabilities for helping our customers manage the intense thermal requirements of their current and next-generation products while keeping sustainability and cost considerations top of mind.

“We are thrilled to welcome Mikros Technologies to the Jabil team,” said Ed Bailey, Senior Vice President and Chief Technology Officer. “The thermal management capabilities they bring will allow Jabil to extend the range of services we provide to cloud service providers, hardware OEMs, and liquid cooling solutions providers. In addition to the data center ecosystem, we see significant opportunities in other end-markets that require thermal management, including automated test equipment for semiconductors, batteries, energy storage systems, and electric vehicles.”

For more than 30 years, Mikros Technologies has developed innovative microchannel liquid cooling solutions to address complex thermal management challenges. Their proprietary microchannel cold plate designs enhance energy efficiency by effectively cooling over one kilowatt per square centimeter. Mikros’s exclusive technologies and capabilities will complement Jabil’s extensive portfolio of data center lifecycle solutions, semiconductor test equipment solutions, and energy and transportation solutions.

“Joining Jabil is a tremendous path forward for Mikros Technologies. We can now scale our best-in-class liquid cooling capabilities to meet the thermal demands of the world’s leading brands alongside a high-performing team of people we enjoy working with,” said Drew Matter, CEO of Mikros Technologies.

For more information, please visit https://www.mikrostechnologies.com/.

About Jabil:

At Jabil (NYSE: JBL), we are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise to deliver both scalable and customized solutions. Our commitment extends beyond business success as we strive to build sustainable processes that minimize environmental impact and foster vibrant and diverse communities around the globe. Discover more at www.jabil.com.

Investor Contact

Adam Berry

Senior Vice President, Investor Relations and Communications

adam_berry@jabil.com

Media Contact

Timur Aydin

Senior Director, Enterprise Marketing and Communications

publicrelations@jabil.com

Source: Jabil Inc.

FAQ

What company did Jabil (JBL) acquire and when?

Jabil (JBL) acquired Mikros Technologies , a leader in liquid cooling solutions for thermal management, on October 1.

How will the Mikros Technologies acquisition benefit Jabil (JBL)?

The acquisition will enhance Jabil's capabilities in managing intense thermal requirements, especially for AI data centers, and expand its service offerings to cloud service providers, hardware OEMs, and liquid cooling solutions providers.

What markets does Jabil (JBL) plan to target with Mikros Technologies' capabilities?

Jabil plans to target markets including AI data centers, automated test equipment for semiconductors, batteries, energy storage systems, and electric vehicles.

What is the key technology Mikros Technologies brings to Jabil (JBL)?

Mikros Technologies brings proprietary microchannel cold plate designs that can cool over one kilowatt per square centimeter, enhancing energy efficiency in thermal management.

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