An often overlooked company who will benefit from a possible $GOOGL and $MRVL collaboration is Accelsius.
The Marvell MPU and Google's TPU v8 generate unprecedented thermal loads, forcing the total abandonment of traditional air cooling.
Accelsius provides direct-to-chip liquid cooling systems crucial for Google and Marvell’s custom AI chips.
As an innovator in liquid cooling, Accelsius delivers the high-density thermal management that is a strict, non-negotiable prerequisite for operating these densely packed, sub-3nm computational architectures.
Accelsius is part of $INV. Innventure is a $400m market cap company owning 3 companies. Accelsius is by far the crown jewel of Innventure's portfolio.
Following a recent $65 million Series B funding round led by Johnson Controls and Legrand, Accelsius was privately valued at $665 million.
This creates a very interesting dynamic. Because the market cap of $INV is lower than the valuation of Accelsius, activist investors have recently bought up shares of innventure.
Their specific demands to the board?
Stop spending money on other companies. They are actively pressuring Innventure to halt all funding to other ventures, aggressively cut corporate overhead, and redirect all excess capital strictly into Accelsius to capitalize on the massive AI data center boom.
I’m not buying at this moment as it is difficult to do proper research to Accelsius alone. But this might be another opportunity in the market.
