NOTE | OMX STO SEK

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NOTE Wins a New Customer in the AI Data Centre Hardware Sector

NOTE has signed an agreement with a new customer in the hardware sector for advanced data centre applications. The contract covers the manufacture of a new product for use in demanding data centre environments, a rapidly growing sector driven by the continued expansion of AI infrastructure.

Production is expected to commence during the first quarter of 2027, with volumes increasing progressively throughout the year. Based on current assessments, the business has the potential to reach an annual revenue run rate of approximately SEK 100 million in 2028. The product comprises several printed circuit boards integrated into a complete box-build solution.

“This is an important business opportunity for NOTE and a clear demonstration that our offering in PCBA, box-build and industrialisation is well positioned for the growing AI data centre market, where reliability requirements are extremely high. We are very pleased with the customer’s confidence in NOTE and see strong opportunities to further develop the business as the market continues to expand,” says Johannes Lind-Widestam, President and CEO of NOTE.

The agreement strengthens NOTE’s position in the field of advanced electronics for growing and technology-intensive market segments. It also underscores the company’s role as a long-term manufacturing partner for customers with high standards in terms of quality, traceability, delivery precision and scalable production capacity. By combining industrialisation expertise, efficient sourcing and flexible manufacturing, NOTE helps customers grow faster and with lower risk.