Belief in BDC's data center convergence thesis hardened across cooling, copper networking, and rack capacity, with double-digit data center growth and the OptiCool integration reinforcing their end-to-end positioning for AI builds.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 30, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.