BorgWarner Reaffirms AI Data-Center Power Start Target of $300M First-Year Sales
BorgWarner reaffirmed its AI infrastructure power target, expecting turbine-generator production in 2027 and initial installed capacity of 2 gigawatts. It projects more than $300 million in first-year sales, reaching beyond its car business, while noting investors lack details to validate the profit claim. The stock rose to close at $67.54 after the reaffirmation.