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Module 02 · Category Wedge

AI Cooling Opportunity Engine

Liquid Cooling %
82%
+12.4 pts
Direct-to-Chip
48
Immersion
24
Rear-Door HX
63
Hybrid
69
Retrofit Pipeline
58
Thermal Risk Idx
0
2030 Liquid Forecast
95%

Cooling Architecture Trend

Share of facilities by cooling type · 2021 → 2030 forecast

Architecture Mix

Current distribution

Air46
Hybrid69
Rear-Door HX63
Direct-to-Chip48
Immersion24

Rack Density Transition Model

Average kW/rack across AI portfolio · 20 → 150+ kW evolution

Legacy
20 kW
Tier 1
40 kW
Tier 2
80 kW
Tier 3
120 kW
GB200+
150 kW

Regional Cooling Composition

Facility count by architecture

ZutaCore Fit Lens

Single-phase D2C buying signature · weighted across 10 drivers

Vendor Lens
AWS · London
London IDC-3
ZutaCore Fit
91
91
HotRear-Door HX115 kW/rack189 MW AI
Best sales motion
EPC-led technical workshop with Jacobs thermal practice
Primary wedge
Direct-to-chip retrofit for 115 kW+ AI racks
Risk
Standard execution risk — competitive D2C field
Top score drivers
High rack density · 115 kW/rack+18
AI MW expansion · 189 MW AI allocation+14
Open procurement window · Specification+12
Why we believe this
4 confirmed · 0 directional
  1. 1.
    Hiring spike in thermal engineeringConfirmed
    7 thermal/MEP reqs in 90d at AWS
  2. 2.
    EPC relationship detectedConfirmed
    Jacobs owns thermal spec on this build
  3. 3.
    Expansion announcementConfirmed
    Permit filing — 332MW build, 189MW AI-allocated
  4. 4.
    Expert validation capturedConfirmed
    Cooling spec ownership confirmed · verified 8 days ago
Digital Realty · Milan
Milan Edge-11
ZutaCore Fit
91
91
HotHybrid144 kW/rack92 MW AI
Best sales motion
EPC-led technical workshop with Burns & McDonnell thermal practice
Primary wedge
Direct-to-chip retrofit for 144 kW+ AI racks
Risk
Standard execution risk — competitive D2C field
Top score drivers
High rack density · 144 kW/rack+18
Direct-to-chip suitability · Hybrid — D2C upgrade path open+12
Open procurement window · Specification+12
Why we believe this
4 confirmed · 0 directional
  1. 1.
    Hiring spike in thermal engineeringConfirmed
    6 thermal/MEP reqs in 90d at Digital Realty
  2. 2.
    EPC relationship detectedConfirmed
    Burns & McDonnell owns thermal spec on this build
  3. 3.
    Expansion announcementConfirmed
    Permit filing — 308MW build, 92MW AI-allocated
  4. 4.
    Expert validation capturedConfirmed
    Cooling spec ownership confirmed · verified 1 days ago
Vantage · Sydney
Sydney DC-6
ZutaCore Fit
90
90
HotHybrid103 kW/rack143 MW AI
Best sales motion
EPC-led technical workshop with AECOM thermal practice
Primary wedge
Direct-to-chip retrofit for 103 kW+ AI racks
Risk
Standard execution risk — competitive D2C field
Top score drivers
High rack density · 103 kW/rack+18
Direct-to-chip suitability · Hybrid — D2C upgrade path open+12
Open procurement window · RFP+12
Why we believe this
4 confirmed · 0 directional
  1. 1.
    Hiring spike in thermal engineeringConfirmed
    7 thermal/MEP reqs in 90d at Vantage
  2. 2.
    EPC relationship detectedConfirmed
    AECOM owns thermal spec on this build
  3. 3.
    Expansion announcementConfirmed
    Permit filing — 377MW build, 143MW AI-allocated
  4. 4.
    Expert validation capturedConfirmed
    Cooling spec ownership confirmed · verified 11 days ago
NTT · Frankfurt
Frankfurt IDC-3
ZutaCore Fit
89
89
HotDirect-to-Chip102 kW/rack198 MW AI
Best sales motion
EPC-led technical workshop with Mace thermal practice
Primary wedge
Direct-to-chip retrofit for 102 kW+ AI racks
Risk
Standard execution risk — competitive D2C field
Top score drivers
High rack density · 102 kW/rack+18
AI MW expansion · 198 MW AI allocation+14
Open procurement window · Specification+12
Why we believe this
4 confirmed · 0 directional
  1. 1.
    Hiring spike in thermal engineeringConfirmed
    8 thermal/MEP reqs in 90d at NTT
  2. 2.
    EPC relationship detectedConfirmed
    Mace owns thermal spec on this build
  3. 3.
    Expansion announcementConfirmed
    Permit filing — 305MW build, 198MW AI-allocated
  4. 4.
    Expert validation capturedConfirmed
    Cooling spec ownership confirmed · verified 10 days ago
Oracle · Madrid
Madrid DC-6
ZutaCore Fit
89
89
HotRear-Door HX137 kW/rack186 MW AI
Best sales motion
EPC-led technical workshop with Black & Veatch thermal practice
Primary wedge
Direct-to-chip retrofit for 137 kW+ AI racks
Risk
Standard execution risk — competitive D2C field
Top score drivers
High rack density · 137 kW/rack+18
AI MW expansion · 186 MW AI allocation+14
Open procurement window · Specification+12
Why we believe this
3 confirmed · 1 directional
  1. 1.
    EPC relationship detectedConfirmed
    Black & Veatch owns thermal spec on this build
  2. 2.
    Expansion announcementConfirmed
    Permit filing — 423MW build, 186MW AI-allocated
  3. 3.
    Expert validation capturedConfirmed
    Cooling spec ownership confirmed · verified 3 days ago
  4. 4.
    Hiring spike in thermal engineeringDirectional
    10 thermal/MEP reqs in 90d at Oracle
Oracle · Paris
Paris IDC-7
ZutaCore Fit
88
88
HotDirect-to-Chip144 kW/rack332 MW AI
Best sales motion
RFP response — submit within 60d, lead with retrofit-grade D2C
Primary wedge
Direct-to-chip retrofit for 144 kW+ AI racks
Risk
Standard execution risk — competitive D2C field
Top score drivers
High rack density · 144 kW/rack+18
AI MW expansion · 332 MW AI allocation+14
Open procurement window · Specification+12
Why we believe this
4 confirmed · 0 directional
  1. 1.
    EPC relationship detectedConfirmed
    Turner owns thermal spec on this build
  2. 2.
    Expansion announcementConfirmed
    Permit filing — 395MW build, 332MW AI-allocated
  3. 3.
    Expert validation capturedConfirmed
    Cooling spec ownership confirmed · verified 12 days ago
  4. 4.
    Procurement window narrowingConfirmed
    Spec lock in 60d · stage Specification

Top Cooling Conversion Targets

Ranked accounts to pursue this quarter — filtered by vendor archetype

18 targets$828M pipeline
Scoring: vendor fit + procurement window + spec-lock urgency + spend − incumbency
#Facility / OperatorMetroCurrentAI MWkW/RackLiquid ReadyRetrofitProcurementSpendVendor FitPursue ScoreWhy / Action
1
Milan IDC-4
Microsoft
MilanHybrid10789
50
72
Specification$23.5M
68
100
Hybrid — D2C upgrade path89 kW/rack pressure107 MW AI growth
Engage EPC (Mercury Engineering) → Cold Plate
2
Chennai DC-3
Oracle
ChennaiHybrid11487
59
72
RFP
lock in 78d
$25.1M
68
100
Hybrid — D2C upgrade path87 kW/rack pressure114 MW AI growth
Engage EPC (DPR) → Cold Plate
3
Hillsboro AI-4
Digital Realty
Hillsboro, OregonRear-Door HX38675
67
23
RFP
lock in 54d
$84.9M
60
100
RDHX bridge to D2C75 kW/rack pressure386 MW AI growth
Engage EPC (Black & Veatch) → Cold Plate
4
Hillsboro AI-3
Equinix
Hillsboro, OregonRear-Door HX275126
64
33
RFP
lock in 78d
$60.5M
60
100
RDHX bridge to D2C126 kW/rack pressure275 MW AI growth
Engage EPC (Burns & McDonnell) → Cold Plate
5
Tokyo DC-9
AirTrunk
TokyoAir26364
7
60
Vendor Shortlist
lock in 37d
$57.9M
56
100
Air-cooled legacyDensity rising263 MW AI growth
Engage EPC (Holder Construction) → Cold Plate
6
Milan AI-1
STACK
MilanHybrid22992
58
35
RFP
lock in 84d
$50.4M
68
100
Hybrid — D2C upgrade path92 kW/rack pressure229 MW AI growth
Engage EPC (Mercury Engineering) → Cold Plate
7
Paris AI-4
Aligned
ParisHybrid139110
68
41
RFP
lock in 47d
$30.6M
68
100
Hybrid — D2C upgrade path110 kW/rack pressure139 MW AI growth
Engage EPC (Burns & McDonnell) → Cold Plate
8
Mumbai Hyperscale-8
STACK
MumbaiHybrid29255
68
41
Vendor Shortlist
lock in 19d
$64.2M
58
100
Hybrid — D2C upgrade pathDensity rising292 MW AI growth
Engage EPC (Jacobs) → Cold Plate
9
Osaka IDC-10
Google
OsakaHybrid235128
60
53
Vendor Shortlist
lock in 22d
$51.7M
68
100
Hybrid — D2C upgrade path128 kW/rack pressure235 MW AI growth
Engage EPC (Jacobs) → Cold Plate
10
Paris AI-3
Google
ParisHybrid268140
67
59
RFP
lock in 33d
$59M
68
100
Hybrid — D2C upgrade path140 kW/rack pressure268 MW AI growth
Engage EPC (Mace) → Cold Plate
11
Phoenix Hyperscale-8
NTT
PhoenixHybrid112145
50
37
Vendor Shortlist
lock in 48d
$24.6M
68
100
Hybrid — D2C upgrade path145 kW/rack pressure112 MW AI growth
Engage EPC (Turner) → Cold Plate
12
Columbus AI-10
Microsoft
Columbus, OhioAir16371
14
72
Specification$35.9M
66
100
Air-cooled legacy71 kW/rack pressure163 MW AI growth
Engage EPC (Jacobs) → Cold Plate
13
Sydney DC-6
Vantage
SydneyHybrid143103
47
63
RFP
lock in 74d
$31.5M
58
100
Hybrid — D2C upgrade path103 kW/rack pressure143 MW AI growth
Engage EPC (AECOM) → Cold Plate
14
Hyderabad Edge-11
AWS
HyderabadHybrid16199
42
74
Specification
lock in 57d
$35.4M
58
100
Hybrid — D2C upgrade path99 kW/rack pressure161 MW AI growth
Engage EPC (Holder Construction) → Cold Plate
15
Singapore Edge-9
NTT
SingaporeRear-Door HX24582
57
18
Specification
lock in 63d
$53.9M
60
100
RDHX bridge to D2C82 kW/rack pressure245 MW AI growth
Engage EPC (Burns & McDonnell) → Cold Plate
16
Amsterdam Hyperscale-1
Aligned
AmsterdamAir26652
20
56
RFP
lock in 80d
$58.5M
56
99
Air-cooled legacyDensity rising266 MW AI growth
Engage EPC (Holder Construction) → Cold Plate
17
Hyderabad Hyperscale-4
Oracle
HyderabadRear-Door HX191116
62
24
Vendor Shortlist
lock in 50d
$42M
60
99
RDHX bridge to D2C116 kW/rack pressure191 MW AI growth
Engage EPC (Mercury Engineering) → Cold Plate
18
Dallas IDC-6
Microsoft
DallasRear-Door HX176140
64
36
Vendor Shortlist
lock in 18d
$38.7M
60
98
RDHX bridge to D2C140 kW/rack pressure176 MW AI growth
Engage EPC (AECOM) → Cold Plate

Retrofit Opportunity Engine

Facilities ranked by AI growth pressure × thermal constraint × procurement openness

FacilityOperatorMetroCurrentTargetRetrofit ProbabilityEst. SpendVendor WindowRecommended
Dubai DC-11AWSDubaiAirDirect-to-Chip
92
$56.1MOpen · ClosingEngage EPC (Turner)
Dublin DC-8MetaDublinAirDirect-to-Chip
92
$63.8MOpen · ClosingEngage EPC (Turner)
Phoenix DC-3EquinixPhoenixAirDirect-to-Chip
90
$12.1MOpen · ClosingEngage EPC (Jacobs)
Columbus AI-2AirTrunkColumbus, OhioAirDirect-to-Chip
89
$46.9MOpen · ClosingEngage EPC (DPR)
Dublin IDC-11MetaDublinAirDirect-to-Chip
89
$3.7MOpen · ClosingEngage EPC (AECOM)
Frankfurt IDC-5QTSFrankfurtAirDirect-to-Chip
82
$7.7MOpen · ClosingEngage EPC (Burns & McDonnell)
London IDC-11MicrosoftLondonAirDirect-to-Chip
82
$12.1MOpenEngage EPC (Holder Construction)
Tokyo Hyperscale-10QTSTokyoAirDirect-to-Chip
81
$4.6MOpen · ClosingEngage EPC (AECOM)
Dallas DC-8AlignedDallasAirDirect-to-Chip
81
$48.8MOpen · ClosingEngage EPC (DPR)
Tokyo Hyperscale-5AWSTokyoAirDirect-to-Chip
80
$82.3MOpen · ClosingEngage EPC (Burns & McDonnell)
Tokyo Edge-9GoogleTokyoHybridDirect-to-Chip
75
$39.6MOpen · ClosingEngage EPC (AECOM)
Phoenix Edge-2NTTPhoenixHybridImmersion
75
$37.2MOpen · ClosingEngage EPC (Jacobs)
Sydney Hyperscale-6Global SwitchSydneyHybridDirect-to-Chip
74
$18.3MOpen · ClosingEngage EPC (DPR)
Hillsboro IDC-9VantageHillsboro, OregonAirDirect-to-Chip
74
$28.6MOpen · ClosingEngage EPC (Turner)

Cooling Vendor Penetration Matrix

Supplier presence across tracked facilities

SupplierdeployedshortlistedpilotincumbentdisplacedPenetration
Vertiv8141269
40
Schneider Electric10791311
39
Parker11813119
43
ZutaCore9891811
44
Submer7118118
37
LiquidStack99151015
43
CoolIT6109139
38
Boyd17991612
51
Delta68689
28
Alfa Laval8719312
37

Thermal Risk Monitor

Cross-portfolio risk profile

Density
82
Water
58
Power
74
Retrofit
66

AI Cooling Copilot

Ask the dataset · synthetic insight engine

BETA
Sample prompts
Based on the current dataset, the highest-conviction direct-to-chip migration candidates are concentrated in Northern Virginia, Phoenix, and Frankfurt — driven by GB200 deployments at >100 kW/rack and air-cooled installed base. Top 3 facilities by retrofit probability: • Loudoun AI-7 (Microsoft) — 91% probability, $48M est. cooling spend, RFP stage • Dallas Hyperscale-3 (CoreWeave) — 87%, $39M, Specification stage • Frankfurt IDC-9 (Equinix) — 84%, $42M, Vendor Shortlist EPC influence concentrates around DPR, Jacobs, and Mercury Engineering — collectively touching 62% of in-flight liquid-cooling specifications. Recommend coordinated outreach with EPC design teams 4-6 weeks ahead of spec lock windows.