Dow Inc's Role in Data Center Liquid Cooling Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy DOW?
Source: Yahoo Finance
Dow Inc's stock rose by 5.02% as it crossed above the 5-day SMA, reflecting positive market sentiment. The company is positioned as a key supplier of liquid cooling fluids for data centers, driven by increasing demand from AI and cloud computing. This strategic focus on liquid cooling aligns with Dow's capital allocation strategy towards higher-margin specialty applications, although it faces competition from firms like 3M and must navigate the evolving market dynamics.
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Analyst Views on DOW
Wall Street analysts forecast DOW stock price to fall
14 Analyst Rating
1 Buy
12 Hold
1 Sell
Hold
Current: 39.430
Low
22.00
Averages
27.83
High
32.00
Current: 39.430
Low
22.00
Averages
27.83
High
32.00
About DOW
Dow Inc. serves as a holding company for The Dow Chemical Company and its subsidiaries. The Company conducts its operations through six global businesses, which are organized into segments, such as Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure and Performance Materials & Coatings. Packaging & Specialty Plastics segment consists of two integrated global businesses: Hydrocarbons & Energy and Packaging and Specialty Plastics. This segment employs a polyolefin product portfolio. Industrial Intermediates & Infrastructure segment consists of two customer-centric global businesses: Industrial Solutions and Polyurethanes & Construction Chemicals that develop intermediate chemicals that are essential to manufacturing processes, as well as downstream, customized materials and formulations that use advanced development technologies. Performance Materials & Coatings segment consists of two global businesses: Coatings & Performance Monomers and Consumer Solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Dow Chemical's Role in Data Center Liquid Cooling Market
- Growing Market Demand: As AI and cloud computing increase data center power density, Dow Chemical is identified as a key supplier of liquid cooling fluids, highlighting its significance in digital infrastructure demand and potentially opening new revenue streams for the company.
- Technical Challenges and Opportunities: The liquid cooling market has high technical requirements and long qualification cycles; despite facing pressure from competitors like 3M, Dow's expertise in high-performance computing may help establish long-term partnerships, thereby increasing market share.
- Capital Allocation Strategy: Dow's investment in liquid cooling aligns with its strategy of reallocating capital toward higher-margin specialty applications, although this may compete with other projects, adding complexity to execution.
- Risk and Reward Considerations: The liquid cooling market is still evolving, and customer adoption patterns along with long qualification cycles may limit the scalability of this opportunity within Dow's broader portfolio, prompting investors to monitor how it balances capital allocation with cash flow expectations.
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- Funding Collaboration: In 2024, Amazon became the anchor investor in X-Energy's $500 million Series C funding round, with plans to jointly produce 5 gigawatts of energy by 2039, reflecting confidence in the future nuclear energy market.
- Market Performance: X-Energy went public on April 24 at $23 per share, and despite experiencing short-term volatility, its stock price has risen 30% from the IPO, reaching a market cap of $9.2 billion, indicating investor interest in its future potential.
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- Product Development Progress: Although X-Energy's Xe-100 gas-cooled small modular reactors can generate 80 megawatts (MW) each, the company currently lacks finished products and aims to launch them by 2030, reflecting challenges in its product development timeline.
- Financial Status: In 2025, X-Energy reported $109 million in revenue and grant income but faced a comprehensive loss of $390 million, indicating that its business model has yet to achieve profitability and carries significant investment risks.
- Market Competition: X-Energy faces competition from companies like Oklo and NuScale, as well as traditional nuclear reactor manufacturers, creating a highly uncertain market outlook for its future.
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- Significant Performance Improvement: Dow Inc. has experienced a staggering 950% increase in its current year earnings estimate over the past 60 days, reflecting a robust recovery in its materials science business, likely boosting investor confidence.
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Dow Chemical's Role in Data Center Liquid Cooling Market
- Growing Market Demand: As AI and cloud computing increase data center power density, Dow Chemical is identified as a key supplier of liquid cooling fluids, highlighting its significance in digital infrastructure demand and potentially opening new revenue streams for the company.
- Technical Challenges and Opportunities: The liquid cooling market has high technical requirements and long qualification cycles; despite facing pressure from competitors like 3M, Dow's expertise in high-performance computing may help establish long-term partnerships, thereby increasing market share.
- Capital Allocation Strategy: Dow's investment in liquid cooling aligns with its strategy of reallocating capital toward higher-margin specialty applications, although this may compete with other projects, adding complexity to execution.
- Risk and Reward Considerations: The liquid cooling market is still evolving, and customer adoption patterns along with long qualification cycles may limit the scalability of this opportunity within Dow's broader portfolio, prompting investors to monitor how it balances capital allocation with cash flow expectations.
See More
Amazon's Investment in X-Energy: IPO Insights
- Future of Nuclear Energy: Founded in 2009, X-Energy focuses on developing industrial-sized nuclear reactors, with its Xe-100 gas-cooled SMRs capable of producing 80 megawatts of electricity each, addressing the urgent demand for low-cost clean energy in data centers.
- Funding Collaboration: In 2024, Amazon became the anchor investor in X-Energy's $500 million Series C funding round, with plans to jointly produce 5 gigawatts of energy by 2039, reflecting confidence in the future nuclear energy market.
- Market Performance: X-Energy went public on April 24 at $23 per share, and despite experiencing short-term volatility, its stock price has risen 30% from the IPO, reaching a market cap of $9.2 billion, indicating investor interest in its future potential.
- Financial Challenges: Although X-Energy reported $109 million in revenue for 2025, its $390 million comprehensive loss indicates that the company is not yet profitable and is unlikely to launch any products for the next five years, facing competition from companies like Oklo and NuScale.
See More
X-Energy Partners with Amazon to Develop Small Nuclear Reactors
- Partnership Agreement: X-Energy has entered into a partnership with Amazon to produce 5 gigawatts (GW) of power by 2039, with Amazon serving as the anchor investor in a $500 million Series C funding round, indicating strong confidence in small modular reactor technology.
- Product Development Progress: Although X-Energy's Xe-100 gas-cooled small modular reactors can generate 80 megawatts (MW) each, the company currently lacks finished products and aims to launch them by 2030, reflecting challenges in its product development timeline.
- Financial Status: In 2025, X-Energy reported $109 million in revenue and grant income but faced a comprehensive loss of $390 million, indicating that its business model has yet to achieve profitability and carries significant investment risks.
- Market Competition: X-Energy faces competition from companies like Oklo and NuScale, as well as traditional nuclear reactor manufacturers, creating a highly uncertain market outlook for its future.
See More
AWS: US DOW Initiates Gradual Implementation of Cybersecurity Maturity Model Certification Requirements in Contracts - Blog
Cybersecurity Maturity Model Certification: The U.S. Department of Defense has initiated the rollout of the Cybersecurity Maturity Model Certification (CMMC) requirements in contracts.
Implementation Phase: This rollout marks the beginning of a new phase in ensuring that contractors meet specific cybersecurity standards to protect sensitive information.
See More
Valtris Appoints Clint Shephard as Chief Human Resources Officer
- Executive Appointment: Valtris announces the appointment of Clint Shephard as the new Chief Human Resources Officer, responsible for leading the global talent strategy, marking a significant step in the company's transformation.
- Extensive Experience: Shephard previously served as Senior Director of Human Resources at Myers Industries, where he led HR strategy for a manufacturer of sustainable plastic and metal products, showcasing his deep industry background.
- Leadership Skills: During his 15 years at The Dow Chemical Company, Shephard held the position of Global HR Leader, focusing on talent strategy and organizational effectiveness, demonstrating a successful track record in driving growth and profitability.
- Strategic Vision: Shephard expressed his eagerness to collaborate with the team to further develop Valtris' corporate culture and drive the company's strategic ambitions, reflecting his confidence in the company's future growth.
See More
Five Stocks Added to Zacks Rank #1 (Strong Buy) List
- Earnings Estimate Surge: Forum Energy Technologies, Inc. has seen its current year earnings estimate increase by 49.6% over the last 60 days, indicating strong market demand in the energy infrastructure equipment sector, which could drive its stock price higher.
- Significant Performance Improvement: Dow Inc. has experienced a staggering 950% increase in its current year earnings estimate over the past 60 days, reflecting a robust recovery in its materials science business, likely boosting investor confidence.
- Stable Growth Trend: CF Industries Holdings, Inc. has seen its current year earnings estimate rise by 44.2% in the last 60 days, indicating sustained demand in the ammonia market, which could lead to substantial profits for the company.
- Innovation Driving Growth: NVIDIA Corporation's current year earnings estimate has increased by 8.5% over the past 60 days, showcasing its ongoing innovation in data center-scale AI infrastructure, potentially further solidifying its market leadership.
See More
