
The 2027 Deadline That's About to Reprice Water Companies (Data Center Water)
Who Buys the First Data Center Water Company? And When Does the Repricing Start? Data center water treatment is a $1.1 billion market growing nearly 15% per year, with 60% of spending recurring - generating an "infinite money glitch" for the righty designed water tech companies. So, strategic buyers, private equity sponsors, and VC-backed platforms are racing to consolidate water tech expertise. Meanwhile, hyperscalers spending $50 billion a year on infrastructure have made zero water acquisitions... for how long? 🌶️ KEY SPICES 🌶️ 💵 A $660M recurring-revenue pocket nobody priced as SaaS - 60% of data center w...
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In the first part of this series, we established three things.
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which makes it the fastest growing industrial water vertical on Earth.
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B2 · Upper-intermediate
Comfortable if you already follow TV news
- 75% of the words are B1 or easier.
- 166 words a minute: natural, fairly fast speech.
- 205 harder words (B2 and up) in the whole episode.
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The opening of the episode. The whole transcript is in the player.
harder words (B2+)
Previously. They're doing the previously thing. Do the information what happened in the last episode for those catching up. In the first part of this series, we established three things.
One data center water treatment is a 1.1 billion dollar market growing at nearly 15% a year, which makes it the fastest growing industrial water vertical on Earth. Two ecolabs spent nearly 5 billion dollars on cool IT systems and another 1.8 billion on Ovivo's electronic division, which made it the first water sector conglomerate to bet
its entire future, or at least a good section of its cash, on cooling silicon. And three, the hyperscalers, the Microsofts, the Amazon, the Google, the company spending 50 billion a year on building data centers, they have not acquired a single water company, not one.
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