Added to YB: 2026-05-28
Pitch date: 2026-05-26
INV [neutral]
Innventure, Inc.
Author Info
No bio for this author
Company Info
Innventure, Inc. identifies, funds, and operates companies with a focus on sustainable technology solutions acquired or licensed from multinational corporations.
Market Cap
$536.2M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.66
P/E
-2.32
EV/Sales
238.85
Sector
Capital Markets
Category
growth
Innventure and the Data Center Cooling Bottleneck
INV (watchlist): Two-phase direct-to-chip cooling addresses data center bottleneck as chips approach 2500W+ where single-phase fails. Accelsius (43% owned by INV) valued at $665M post-money with JCI & Legrand backing, demonstrated 4500W cooling vs ZutaCore's 2800W. Bull case: $40B TAM by 2033, incumbent make-or-buy dynamics could drive multi-billion acquisition. Risks: heavy dilution history, promotional mgmt, capacity gap vs competitors, timing uncertainty on single-to-two-phase transition. Watch chipmaker reference designs (NVDA/AMD) & Oct product launch.
Read full article (30 min)