Technology
Xbox games will be purchasable from the Android app soon
Xbox games are coming to Android in a way many have probably hoped for for a while. Soon, you’ll be able to buy Xbox games directly from the Android Xbox app. Microsoft’s President of Xbox Sarah Bond confirmed the upcoming change on X on October 10, noting that Xbox’s mission is to “allow more players to play on more devices.” This has been the case for several years now and it’s a statement that echoes the words of Microsoft’s Head of Gaming, Phil Spencer. Who has repeatedly said that the vision of Xbox is to bring games to as many people as possible on as many devices as possible.
It’s the whole reason Microsoft began developing (and finally launching) the cloud gaming feature for Xbox Game Pass Ultimate. So players would have a way to play their favorite games no matter what device they’re using. That mission has never really changed. But why did it take so long for Xbox to allow game purchases from the app?
It might have something to do with how Google runs the Play Store on Android. Whenever a purchase is made through an app, Google takes a cut of that purchase revenue. However, that will be changing following Epic’s big win against Google in court. Last December, Judge James Donato ruled Google’s Play Store was a monopoly.
And just this week, Donato made a final ruling that Google is required to allow third-party app stores within the Play Store. Part of that ruling also stated that Google can no longer force developers to use Google Play billing. That’s where this change from Microsoft and the Xbox team comes in.
Android users can buy Xbox games from the app starting in November
Now that Microsoft won’t be required to use Google Play billing, it will presumably sell games directly to users through its own billing system. The feature will be launching on the Xbox app in November. However, Bond didn’t say when exactly the feature would appear.
We’re nearly halfway through October though, so it most likely won’t be too long.
Xbox Game Pass Ultimate will no doubt be required
To stream games through the Game Pass app, you need to have an Xbox Game Pass Ultimate membership. So it’s reasonable to assume that you will need to be subscribed to Ultimate for streaming games from the Xbox app after purchases as well.
This hasn’t been confirmed but it doesn’t make sense to offer the streaming feature without the membership requirement. Although, maybe it will allow the capability given that people will be buying these games. Whereas with Game Pass, you’re paying for the membership subscription and not actually purchasing the games outright.
Technology
The 100W Anker Nano hits all-time low of $30
The Anker Nano has set the standard for tiny yet powerful chargers, and right now Amazon has a great deal on the 100W Anker Nano charger that’s a must-have. Regularly this charger would cost you $45 if you were paying the full price for it. However, you can currently grab it for $29.99 which is the lowest it’s ever been. This is for the 2024 model of the charger too, so it has Anker’s latest tech and security features for safe charging.
Now while this is a great deal as it’s the lowest this charger has been in the past 30 days, you do need to be an Amazon Prime subscriber to get this price. As for what makes this charger so good, let’s start with the size. The Anker Nano line of chargers is built on the belief that chargers should be compact and easily portable. The Anker Nano (even the 100W) is as portable as they come. That makes it super easy for you to toss it in your bag, purse, or even your pocket. To make things even easier, the prongs fold inward. So there’s nothing sticking out or getting in the way when you pack it.
The Anker Nano isn’t just about the compact size though. This particular charger has an output of 100W. So it’s perfect for devices like Macbooks, Windows laptops, and handheld gaming PCs like the Steam Deck, and ROG Ally X. All of which require a power output with a higher wattage. You also don’t have to worry about buying a USB-C cable when getting this charger because Anker packages one with it. You can get the Anker Nano 100W charger in either white or black and both colors are on sale for the $29.99 price point for Prime members.
Servers computers
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Technology
Boeing to lay off 17,000 employees to ‘stay competitive’
In a message to employees, Boeing President and CEO Kelly Ortberg has announced that the company is reducing the size of its total workforce by 10 percent. That means Boeing is cutting roughly 17,000 jobs, including executives and managers, over the coming months. Ortberg, who only took the helm back in August, explained that the company has to “make structural changes” to ensure it can “stay competitive” and deliver for its customers over the long term.
Ortberg announced the upcoming layoffs in the midst of a machinist strike that had shut down production in most of Boeing’s plants, including the ones manufacturing its best-selling plane, the 737 Max. Around 33,000 union machinists are involved in the strike, which has been going on since mid-September. As AP explains, that’s had a big impact on Boeing’s pockets, since it gets paid for half of what a plane costs after it delivers a customer’s order.
In addition to the layoffs, Ortberg announced that Boeing will delay the development of its 777X planes due to the challenges it has faced in development, along with the ongoing work stoppage. It now plans to deliver the new wide-body planes in 2026 instead of 2025.
Boeing started 2024 having to ground some 737 Max 9 planes after an Alaska Airlines door plug blew off while it’s mid-flight. While there were no reported injuries, the Boeing plane had only been in service since November last year. In July, the company had agreed to plead guilty to a conspiracy to defraud the US government following two fatal crashed in 2018 and 2019 that killed 346 people. Boeing had also eaten hundreds of millions in losses as a result of Starliner’s delayed return from the International Space Station. The company’s first crewed flight was only supposed to last a few days, but hardware issues prevented it from sticking to the original timeline. In the end, the Starliner returned to Earth months later, without the astronauts it originally flew to the space station. Its crew will now come home on a SpaceX Dragon capsule in February next year.
Science & Environment
This niche AI play is seeing business growth rates that are triple the pace of the data centers
A large hallway with supercomputers inside a server room data center.
Luza Studios | E+ | Getty Images
As artificial intelligence fuels the boom in data center growth, investors are eyeing a new frontier: the companies keeping these digital powerhouses cool.
nVent Electric, Vertiv and Modine Manufacturing have seen their stocks soar in 2024, buoyed by partnerships with tech giants investing billions in AI infrastructure. Despite the gains, Wall Street believes these cooling leaders have room to run as the fast-growing data center market they serve desperately requires liquid cooling to operate effectively.
Shares of nVent are up 23% this year, while Vertiv and Modine have rallied 133% and 125%, respectively in 2024. Yet there’s been a lot of volatility in stocks with exposure to data centers. All three names experienced massive drawdowns that coincided with Nvidia’s sell-off on Sept. 3 — when the AI darling tumbled 10% in a single session — creating a buying opportunity, according to many analysts.
That’s because historically, data centers used air cooling to manage the heat generated by traditional cloud applications. But as the AI boom continues using new chips like Nvidia’s graphics processing units to train AI models, they’re generating high density computing power, consuming far more energy, and producing more heat in the process. This shift is forcing data center operators to rethink their cooling strategies to help servers run at peak efficiency, and liquid cooling is emerging as the method of choice given it’s 25 times more effective than air-cooling.
“The reality is data centers cannot run AI processing in any capacity without using liquid cooling,” said Dean Dray, analyst at RBC Capital Markets to CNBC. “The thermal dynamics of the heat generation in the chips have reached the stage where legacy air conditioning is no longer powerful enough for the concentrated heat that gets created.”
Triple data center growth
Vertiv and Modine are legacy air cooling players that entered the liquid cooling market through acquisitions, while nVent is a pioneer. Unlike traditional air cooling — which relies on air conditioners, fans and vents to blow cool air over racks of servers — the technology uses a liquid coolant to absorb and remove heat right where it’s generated.
“The need for liquid cooling is not cannibalizing the need for mechanical (air) cooling,” Matt Summerville, an analyst at D.A. Davidson said in an interview. Instead, he expects data centers will use a hybrid of legacy air conditioning and liquid cooling systems to protect IT equipment from heat damage and for overall environmental control in data centers.
Liquid cooling, still a nascent industry, is growing sales at a rate of 45% a year — three times faster than the 15% growth rate in data centers. The total addressable market for liquid cooling is roughly $3 billion, with about 5% of data centers using it, analysts said. They expect that to accelerate.
“The AI-driven side of the liquid cooling market is expected to be in 25% of all data centers by 2028,” Summerville said.
A liquid cooling pioneer
As one of the top five companies in the world involved in data center cooling, nVent, is very well positioned to benefit, William Blair analyst Brian Drab said.
The company has been in the liquid cooling business for well over a decade, giving it the time to refine and innovate its products. Originally invented 15 years ago for high-end mechanical equipment, nVent stumbled upon a major opportunity in data center cooling.
nVent shares year to date
“They invented the liquid cooling business,” RBC Capital Markets analyst Dean Dray said, describing how data center operators discovered nVent’s products were exactly what was needed to cool high-powered servers. This kicked off relationships that nVent has “with literally all of hyperscale players,” and quietly made it a key partner in designing and testing thermal solutions for every generation of GPUs and chips, he explained.
Dray said nVent is “very guarded” about those partnerships, but will eventually need to figure out how to “explain their market presence and all of the hyperscale players they’re doing business with to get investors comfortable that these relationships exist.”
The company’s core product is a coolant distribution unit — what Drab called the “brains of the liquid cooling system connected to the racks in the data center.” This state-of-the-art liquid cooling technology “knows how hot a chip is and delivers liquid to it – and it’s doing it with thousands of chips throughout the data center,” Drab explained. He has an outperform rating on nVent with an $80 price target, or nearly 10% upside from Friday’s close.
Currently, nVent’s total revenue exposure to data centers is 23%. Half of that comes from liquid cooling, which is growing more than 40% annually. The other half comes from the electrical equipment for data centers, which is growing 15% annually.
A strong backlog of business
Vertiv has a much larger exposure to liquid cooling, with 75% of its revenue tied to data centers. The company entered the market through the acquisition of CoolTerra in December 2023. Before that, it was primarily in legacy air conditioning.
Jefferies’ analyst Saree Boroditsky estimated Vertiv’s data center revenue could grow at a compound annual growth rate of 20% over the next four years, well above the 9% to 12% top line growth management projected at its December 2023 investor day.
Vertiv shares year to date
This week, Boroditsky initiated coverage of Vertiv with a buy and a price target of $125, or about 12% from where the stock closed Friday.
The Jefferies analyst expects Vertiv earnings to grow at 24% CAGR through 2027 given its “strong incoming backlog,” which could provide upside to 2025 estimates. Boroditsky also noted the company’s $5 billion balance sheet capacity, which could be used for acquisitions or share buybacks, providing more upside for the stock.
A newcomer to the space
Modine is a third standout that historically had a rapidly growing air-cooling business. The company recently made its way into liquid cooling. In the beginning of 2024, Modine purchased intellectual property assets of TMG Core, a specialist in liquid cooling technology to accelerate data center growth. Modine’s second purchase this year was the addition of Scotts Springfield Manufacturing, a manufacturer of air handling units, adding more products to its data center solutions portfolio.
Modine shares year to date
These acquisitions will help with Modine’s data center business, which is already on pace to grow about 50% in 2024 as management focuses on higher growth end markets like cooling solutions.
At its investor day on Sept. 11, Modine provided a forecast for top-line CAGR of 18% to 22% through fiscal 2027 in its climate solutions segment where the data center business is housed, above its previous target range of 15% to 20%.
A major reason behind the higher targets is the expansion of Modine’s partnerships with hyperscalers. The company recently signed a deal with its third major customer.
“Being able to continue to penetrate these AI pioneers is absolutely going to be key for Modine to maintain market growth on an organic basis,” Summerville said. He added, the company is broadening its reach with plans to serve the Asia Pacific market, where data center activity is ramping up.
Another catalyst for Modine is the company’s commitment to having a CDU available in the market by the end of its fiscal year in March. Summerville gauges, “early excitement around the launch of their cooling distribution unit” as big data center players bring more capacity online.
Following Modine’s investor day, Summerville updated his price target on Modine stock to $155 from $140, implying 15% upside from Friday’s close, while maintaining a buy rating on shares.
Servers computers
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Servers computers
Unexpected Upcycling: building a new server from an OLD server! IBM System X3400
I wanted to build a tower server with lots of hot-swap SAS disk bays, but case options are few and far between. However, with some creativity and hackery, one can retrofit ATX parts into semi-proprietary IBM System X (now known as Lenovo ThinkSystem/ThinkServer) Tower Servers. These machines are cheap (i bought mine for 60GBP incl. shipping) and spacious, and are therefore well suited for customization and modernization. The generous number of 3×5.25″ bays and 8x hot-swappable 3.5″ SAS/SATA bays on this machine was particularly attractive to me.
This video demonstrates the conversion of an IBM System X3400 to allow the use of standard modern components – an ATX PSU and motherboard – as well as modifying the electric wiring for the proprietary SAS backplane as well as the front USB and power button/led panels. This conversion is an excellent option for those looking to build a custom NAS.
Thanks to @victorbart for your x3400 teardown video – the details provided there allowed me to look at the case and parts in great detail, giving me confidence that my project had at least some chance of success 🙂
Thanks to Grant Emsley at www.emsley.ca for providing the SAS backplane pinout – without having it in advance I might not have opted in to modify this specific machine.
Some of the tools used in this video:
* Dremel 4250 Rotary Tool Kit (https://www.amazon.co.uk/dp/B0949FBVRR/?&tag=trp0b-21)
* Cheap and good tweezer set (https://www.amazon.co.uk/gp/product/B07N2QGS75/?&tag=trp0b-21)
* UNI-T UT139C Digital Multimeter (https://www.amazon.co.uk/dp/B08FCD7R9P/?&tag=trp0b-21)
* Wiha Plier Set (https://www.amazon.co.uk/dp/B001J71KC0/?&tag=trp0b-21) .
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