BorgWarner's Data Center Deal Has It Shifting Gears From Drivetrains to Large Language Models
Source: Motley Fool
2026-05-31 10:42:00 ET
BorgWarner (NYSE: BWA) is a name investors associate with turbochargers and drivetrains, but now it's thrown its hat into the hyperscaler ring. In February, the company signed a master supply agreement to provide modular turbine generators to help power data centers.
The deal with TurboCell, a subsidiary of infrastructure developer Endeavor, marks an important entry into the industrial power market. Management expects production to begin in 2027, with sales exceeding $300 million in the first year and the potential to grow in the "mid-teens" over the coming decade.
Image source: Getty Images.
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