Schneider Electric reports strong growth in North American data centers and networks in the first half of 2025, with revenues up 8% and net income up 6%. The company expects double-digit annual growth for this segment and mid- to high-single-digit growth for infrastructure and industry segments through 2027.

Recent acquisitions and partnerships are expected to enhance Schneider’s position in the data center business. The company’s collaboration with NVIDIA aims to develop optimized data center reference designs, while its acquisition of a majority stake in Motivair boosts its cooling solutions offerings.

CEO Olivier Blum highlights Schneider’s focus on data center efficiency solutions, including a partnership with NVIDIA to work on next-generation chips. The company also collaborates with ETAP to create digital twins for simulating data center operations, optimizing efficiency and performance before construction.

Schneider’s EcoStruxure solutions for buildings have helped reduce energy consumption in key customer facilities. The company’s onsite power management and efficiency solutions have led to significant energy savings and reduced carbon intensity in various building projects worldwide.

Despite strong performance in data centers, Schneider faces challenges from unfavorable foreign exchange dynamics, U.S. tariffs, and inflation for raw materials. Chief Financial Officer Hilary Maxson warns of potential negative gross margin progression due to these factors, but the company’s pricing power may help offset impacts in the future. 1. The United States reported a record-breaking 4.3 million people quitting their jobs in August, indicating a shifting job market. This surge in resignations has been attributed to burnout, seeking better opportunities, and flexibility in remote work.

2. A new study suggests that the Pfizer-BioNTech COVID-19 vaccine is significantly less effective in preventing infection among children aged 5 to 11 compared to older age groups. The study highlights the importance of continued monitoring of vaccine effectiveness across different demographics.

3. The World Health Organization announced that global COVID-19 cases have surpassed 230 million, with over 4.7 million deaths reported worldwide. The organization emphasized the importance of vaccination efforts and continued adherence to public health measures to control the spread of the virus.

Read more at Yahoo Finance: Data centers drive Schneider Electric gains as tariffs bite