Aeroflex Industries: The liquid-cooling opportunity for data centres.
Everyone is talking about AI chips. But AI data centres have another serious problem: heat. In this video, I analyse Aeroflex Industries and its move from flexible hoses and industrial flow solutions towards higher-value products like metal bellows, Hyd-Air fittings and liquid-cooling skid assemblies for data centres. The key question is simple: Can Aeroflex convert the data-centre liquid-cooling opportunity into actual revenue growth? We cover: What Aeroflex actually sells How hoses, assemblies, fittings, bellows and skids are different Why liquid cooling is becoming important for AI data centres Q4 FY26 and FY26 numbers Skid assembly opportunity FY27 guidance Margins and value-added product mix Execution risks, customer concentration and bottlenecks What I will track next
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