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Ecolab Buys CoolIT for $4.75B to Target AI Cooling Demand

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Ecolab has agreed to acquire liquid cooling specialist CoolIT Systems from KKR for approximately $4.75 billion in cash, aiming to expand its presence in the fast-growing AI data center market.

The deal comes as technology companies increase investment in artificial intelligence infrastructure, driving demand for advanced cooling solutions. Traditional air cooling is being replaced by liquid-based systems that can handle higher chip densities and energy loads.

CoolIT provides liquid cooling technology to major industry players, including chipmakers such as Nvidia and AMD. Its systems are widely used by hyperscale and colocation data center operators.

Ecolab expects the acquisition to strengthen its capabilities by combining CoolIT’s hardware and thermal engineering expertise with its own strengths in water management, chemistry and digital monitoring. This integration is expected to position the company as a more comprehensive provider of cooling and fluid management solutions.

CoolIT is projected to generate around $550 million in revenue over the next year. The transaction is expected to close in the third quarter of 2026 and contribute positively to Ecolab’s earnings per share by 2028.

Broadcom Targets 3D Chip Sales

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Broadcom expects to sell at least one million advanced stacked chips by 2027, signaling a major step forward in its AI hardware strategy.

The company’s technology combines multiple silicon layers into a single integrated unit, improving performance and energy efficiency for high-demand computing tasks.

Early engineering samples are already being tested by partners, with broader production planned in the coming years. The design enables greater data flow between components, supporting increasingly complex AI workloads.

Broadcom’s approach also allows flexibility in manufacturing processes, helping customers tailor chip performance to specific needs.

The initiative is expected to open a substantial new revenue stream while strengthening the company’s position in the competitive AI semiconductor landscape.

Equinix Eyes Nordic Expansion

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Equinix and the Canada Pension Plan Investment Board are reportedly nearing an agreement to acquire Nordic data center operator atNorth.

The potential transaction could value the company at around $4 billion, including debt. atNorth operates facilities across several Northern European countries and serves clients in cloud computing, artificial intelligence, and high-performance computing sectors.

The move reflects growing interest from infrastructure investors in data center assets as demand for digital services continues to expand. Pension funds in particular have been increasing their exposure to technology-driven infrastructure.

Equinix has pursued an active growth strategy aimed at strengthening its global presence in key digital markets. The acquisition would support its expansion in regions known for sustainable energy resources and advanced connectivity.

The development underscores ongoing consolidation within the data center industry as firms seek to scale operations to meet rising computing requirements.