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Orders in Rolls-Royce's data center power business grew more than 50% in the first half of the year, prompting the British engineer to lift its financial guidance.
The company now sits at the intersection of two of the decade's most active spending cycles, defense and AI infrastructure.
The case for that position is clear on the surface; the risk is that two tailwinds arriving at once can be harder to read, and harder to sustain, than one.
Where the growth is coming from The 50% order growth in data center power is the headline number, and it matters because it represents real demand from the companies building AI infrastructure.
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