Module 03 · Monetization Engine
Procurement & Spec Lock Intelligence
Open Vendor Windows
116
Early Design
44
Specification
38
RFP
38
Lock < 90d
88
Awarded
43
Open Pipeline
$3.78B
High Urgency
81
Opportunity Dossiers
Full procurement intelligence per priority account — evidence-backed, decision-grade
Opportunity Brief · FAC-10058
Hillsboro AI-4
Digital Realty · Hillsboro, Oregon · Campus: Vertex Campus 54
Urg 97Conf 98%Opp 100
Procurement Stage
RFP
Spec Lock Status
Closing Soon
Days to Spec Lock
54 days
Spec Lock Date (est.)
2026-07-02
Vendor Entry Window
Closing
Decision Owner Type
Operator
EPC Influence
Black & Veatch · High
Cooling Budget
$84.9M USD
Confidence
98%
Recommended Next Action
Submit response within 54d — emphasize density headroom
Pitch Angle
Cold plate upgrade for next-gen AMD MI300X pods
Why we believe this
5 confirmed · 0 directional · 1 internal hidden
- 1.
- 2.EPC relationship detectedConfirmedBlack & Veatch owns thermal spec on this buildExpert call notes — Tier-1 EPC mechanical lead (anonymized)
- 3.Expansion announcementConfirmedPermit filing — 454MW build, 386MW AI-allocatedLocal PUC / FERC permit 2024-1058 source
- 4.Expert validation capturedConfirmedCooling spec ownership confirmed · verified 1 days agoExpert call notes — Tier-1 EPC mechanical lead (anonymized)
- 5.Procurement window narrowingConfirmedSpec lock in 54d · stage RFPProcurement tracker
Likely Supplier Shortlist
#1Parker
#2Submer
#3Schneider Electric
GTM Recommendation Engine
Direct-to-Chip (cold plate)High · 98%
Why this account
Digital Realty runs 454 MW at Hillsboro AI-4 (Hillsboro, Oregon), of which 386 MW (85%) is AI workload. Estimated cooling spend $84.9M across this site alone, with Black & Veatch as the EPC of record. Opportunity score 100/100, urgency 97/100.
Why now
Spec-lock window closes in 54 days. After lock, vendor-of-record is fixed for this build phase.
Likely pain point
85% of MW is AI workload but thermal stack is still rear-door hx — PUE and GPU throttling risk rising.
Likely decision owner
Operator Decision Owner, Digital Realty VP Infra (influence 85/100) — owner type: Operator.
Likely objection
"We're already deep in RFP evaluation — adding a new vendor will reset the timeline."
Procurement blocker
Spec lock closes in 54 days — without EPC alignment this week, you will be locked out of the BoM.
Recommended action
Submit response within 54d — emphasize density headroom
Next best step
This week: confirm RFP receipt with procurement and submit a parallel-track wedge proposal for one pod or one MW.
Engagement pathway
- Step 1Open discovery with Digital Realty infrastructure lead
- Step 2Joint technical workshop with operator + EPC on 386 MW AI roadmap
- Step 3Pilot scope: 1 pod / single MW deployment with success metrics
- Step 4Lock vendor-of-record position before 2026-07-02
Hillsboro AI-4 · Workflow
New Status
Assigned to
Lists
Next action · due —
No next action set
Owner notes
No notes yet
Buying Committee
Operator Decision Owner
Digital Realty VP Infra
85
EPC Cooling Lead
Black & Veatch — Cooling Practice
81
MEP Consultant
Syska Hennessy
64
OEM / Rack Integrator
Supermicro
73
Evidence Trail
98% conf · derivedConfidence is computed from the sum of evidence impacts below. Each item shows source type, who said it, when it was last verified, and how it shifts confidence.
- expertCooling spec ownership+22 confBlack & Veatch owns thermal spec for Hillsboro buildTier-1 EPC mechanical lead (anonymized) · verified 1 days agoDirect expert attestation — highest weighting. EPC influence on cooling decisions at this facility is confirmed, not inferred.
- analystProcurement stage+14 confDigital Realty is in RFP stage for cooling scopeBIS analyst desk — Digital Realty coverage · verified 13 days agoCross-checked against two procurement contacts. Vendor entry window narrowing.
- publicAI MW allocation+12 confPermit filing — 454MW build, 386MW AI-allocatedLocal PUC / FERC permit 2024-1058 · verified 33 days agoPublic filing baselines AI capacity. Subject to revision in interconnection studies.
- modeledRack density forecast+8 confDensity model projects 75→103kW/rack within 24 monthsBIS Density Model v3 — AMD MI300X workload mix · verified 89 days agoModeled output. Triangulated against published GPU TDP and observed pod sizes. Treat as directional, not committed.
- expertSupplier shortlist+10 confOpen shortlist: Parker, Submer, Schneider ElectricSupplier-side BD contact · verified 50 days agoNo incumbent locked — full vendor entry window confirmed by source.
Procurement Timeline Engine
Gantt view of facilities approaching spec lock · sorted by days remaining
Facility
Stage
0d90d180d270d365d
Spend
Columbus Hyperscale-12
Oracle · Columbus, Ohio
Vendor
12d
$3.7M
Frankfurt IDC-2
Aligned · Frankfurt
Vendor
13d
$16.9M
Osaka AI-5
NTT · Osaka
Vendor
14d
$24.6M
Osaka Edge-6
AirTrunk · Osaka
Vendor
14d
$87.3M
Amsterdam AI-7
Vantage · Amsterdam
RFP
16d
$8.6M
Osaka IDC-1
NTT · Osaka
Vendor
17d
$6.6M
Madrid AI-9
STACK · Madrid
Vendor
17d
$7.7M
Chennai Hyperscale-5
Google · Chennai
Vendor
17d
$54.7M
Dallas IDC-6
Microsoft · Dallas
Vendor
18d
$38.7M
Hillsboro DC-8
Digital Realty · Hillsboro, Oregon
Vendor
18d
$13M
Dallas IDC-11
Microsoft · Dallas
RFP
18d
$9.2M
Mumbai Hyperscale-8
STACK · Mumbai
Vendor
19d
$64.2M
Amsterdam IDC-6
Aligned · Amsterdam
Vendor
19d
$3.1M
Hillsboro IDC-4
Oracle · Hillsboro, Oregon
Vendor
20d
$13.6M
Sydney Hyperscale-6
Global Switch · Sydney
Vendor
20d
$18.3M
Frankfurt Hyperscale-8
Aligned · Frankfurt
RFP
20d
$2.9M
Sydney AI-7
Meta · Sydney
RFP
21d
$18.5M
Dubai DC-11
Meta · Dubai
Vendor
21d
$13.9M
Spec Lock Probability Tracker
Highest-probability lock windows · GTM priority list
EPC Influence Mapping
Cooling spec authority by EPC partner
Holder Construction
4 regions · 4821 AI MW influenced
Facilities
40
Cooling spec influence
100
Jacobs
4 regions · 4572 AI MW influenced
Facilities
35
Cooling spec influence
100
Black & Veatch
4 regions · 4521 AI MW influenced
Facilities
29
Cooling spec influence
100
Burns & McDonnell
4 regions · 3397 AI MW influenced
Facilities
26
Cooling spec influence
100
Mace
4 regions · 3503 AI MW influenced
Facilities
25
Cooling spec influence
100
Mercury Engineering
3 regions · 3057 AI MW influenced
Facilities
25
Cooling spec influence
100
DPR
4 regions · 1866 AI MW influenced
Facilities
24
Cooling spec influence
100
Turner
4 regions · 3068 AI MW influenced
Facilities
23
Cooling spec influence
100
AECOM
4 regions · 2683 AI MW influenced
Facilities
23
Cooling spec influence
100
Vendor Entry Window Board
Kanban of open, closing, and future windows
Closing Soon
Columbus Hyperscale-12
Oracle · AECOM
$3.7M12d
80
New
Frankfurt IDC-2
Aligned · Mercury Engineering
$16.9M13d
84
New
Osaka AI-5
NTT · Mercury Engineering
$24.6M14d
91
New
Osaka Edge-6
AirTrunk · Mace
$87.3M14d
91
New
Amsterdam AI-7
Vantage · AECOM
$8.6M16d
92
New
Osaka IDC-1
NTT · Mercury Engineering
$6.6M17d
72
New
Open
Amsterdam AI-1
Oracle · Mercury Engineering
$5.1M164d
60
New
Frankfurt IDC-3
NTT · Mace
$63.4M134d
76
New
Paris Edge-6
Aligned · Jacobs
$26.4M152d
33
New
London IDC-3
AWS · Jacobs
$41.6M172d
75
New
Phoenix Edge-8
Microsoft · Black & Veatch
$20.2M180d
73
New
Dublin IDC-1
Equinix · Mace
$18.9M94d
55
New
Future
Chennai Hyperscale-12
Equinix · AECOM
$12.8M338d
26
New
Milan Hyperscale-10
Meta · Black & Veatch
$60.7M284d
41
New
Riyadh DC-2
AirTrunk · Holder Construction
$15.6M260d
46
New
Madrid Hyperscale-8
Microsoft · Mace
$9.3M255d
36
New
Riyadh AI-9
Global Switch · Burns & McDonnell
$74.6M269d
46
New
Phoenix Hyperscale-5
Digital Realty · Turner
$27.8M268d
48
New
Closed
Frankfurt IDC-5
QTS · Burns & McDonnell
$7.7Mlocked
14
New
Phoenix Edge-1
QTS · Burns & McDonnell
$68.9Mlocked
18
New
Tokyo IDC-6
Global Switch · Mercury Engineering
$77.9Mlocked
28
New
Milan Edge-10
QTS · Jacobs
$137.8Mlocked
23
New
Hyderabad AI-12
NTT · Jacobs
$11.7Mlocked
11
New
Atlanta DC-1
STACK · Mercury Engineering
$30.8Mlocked
22
New
AI-Generated GTM Recommendations
Top high-priority opportunities · synthesized brief per account
Osaka IDC-12
STACK · Osaka · EPC: Holder Construction
Urg 98Conf 98
Who to contact
Operator decision owner + Holder Construction cooling lead
Why now
53d to spec lock at RFP
Likely pain
59 kW/rack pressure on rear-door hx architecture
Pitch angle
Density expansion — $38.7M scope
Hillsboro AI-4
Digital Realty · Hillsboro, Oregon · EPC: Black & Veatch
Urg 97Conf 98
Who to contact
Operator decision owner + Black & Veatch cooling lead
Why now
54d to spec lock at RFP
Likely pain
75 kW/rack pressure on rear-door hx architecture
Pitch angle
Density expansion — $84.9M scope
Mumbai IDC-5
Meta · Mumbai · EPC: DPR
Urg 97Conf 98
Who to contact
Operator decision owner + DPR cooling lead
Why now
77d to spec lock at RFP
Likely pain
120 kW/rack pressure on direct-to-chip architecture
Pitch angle
Density expansion — $18.2M scope
Riyadh Hyperscale-1
Oracle · Riyadh · EPC: AECOM
Urg 97Conf 98
Who to contact
Operator decision owner + AECOM cooling lead
Why now
46d to spec lock at RFP
Likely pain
52 kW/rack pressure on rear-door hx architecture
Pitch angle
Density expansion — $45.1M scope
Procurement Signal Feed
Real-time intelligence stream
Buying Committee Intelligence — Sample Account
Decision fabric for highest-urgency opportunity
Operator Decision Owner
STACK VP Infra
92
EPC Design Lead
Holder Construction — Cooling Practice
88
MEP Consultant
Affiliated Engineers
71
Hyperscaler Tenant
Microsoft
84
OEM / Rack Integrator
NVIDIA reference design partner
76