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How Daikin’s Data Center Cooling Pivot Could Reshape Daikin IndustriesLtd (TSE:6367) Investors’ Thermal-Infrastructure Thesis
Daikin Industries recently presented at the 2026 J.P. Morgan Industrials Conference in Washington, outlining its North American growth plans in inverter technology, low-GWP refrigerants, and heat pumps.
The company also emphasized data center cooling as a key growth avenue, aiming to evolve into an integrated thermal-infrastructure partner in the U.S. market.
We will now examine how this focus on data center cooling and thermal infrastructure could influence Daikin’s broader investment...