Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
1. What is your view of DUG following its recent reporting and would you consider it for MM's watch list? 2. Has DUG's proprietary data centre immersion cooling system which greatly reduces energy usage and costs received adequate attention from the market?
Hi Angela,
For subscribers not familiar with DUG, it’s a $220mn technology business which stands at the intersection of high-performance computing, green infrastructure, and domain-specific software, offering tailored solutions, like their immersive cooling system and portable HPC units, that empower industries to efficiently process complex, large-scale data. Effectively a specialised data centre business.
We believe DUG’s proprietary immersion-cooling system, DUG Cool, has attracted meaningful attention from both industry players and the market, though it remains in the early stages of adoption. While it offers clear energy and cost advantages, immersion cooling is still an emerging solution in the broader data centre space—limited by infrastructure readiness and deployment complexity.
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