DNOW Finds New Growth Opportunity in Data Centers Amid Ongoing Operational Issues

DNOW Inc. is witnessing a newer adjacency in data centers as power and gas infrastructure expands. The company began supplying pumps and pipe, valves, and fittings to 11 new data center customers across four major U.S. markets in 2025 and expects to expand into additional markets in 2026. The data center theme is tied to the buildout of power and natural gas infrastructure, which can increase demand for products DNOW already distributes. The company's ability to convert the data center adjacency into meaningful share gains depends on the integration of MRC Global, which expands scale and product breadth, improving DNOW's ability to support project-driven customers.