Research
Agentic, multi-source research on complex or niche questions — synthesized with evidence.
Deep research · 2026-07-04
The same APAC data-center demand that drives power and cooling is now pulling behind-the-meter microgrids for firm power. The serviceable attach is ~$60–100M by 2029, but the adjacency is already contested by FluxGen and hinges on a controls-software anchor Meridian lacks today.
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Deep research · 2026-07-01
The vision attach on the installed cobot base is worth ~$40–70M by 2029, but attach rates are assumed from mature markets and unvalidated in APAC. Axtron's vision acquisition narrows the window; VisionWorks is the fastest way to close the gap before Axtron cross-sells into shared accounts.
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Deep research · 2026-06-24
Announced APAC hyperscale builds imply a serviceable power-and-cooling opportunity of roughly $1.9B, of which $90–140M is realistically addressable near-term given a cross-BU offer.
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Deep research · 2026-06-14
Demand is driven primarily by decarbonization mandates and gas-price volatility, both of which look structurally durable through 2029. High-temperature capability is the main technical gatekeeper.
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