Direct-to-Chip Liquid Cooling (>100kW/rack for AI) — liquid cooling / CDU

Direct-to-Chip Liquid Cooling (>100kW/rack for AI) — liquid cooling / CDU

Companies committing: nvent-electric, digital-realty, compass-datacenters, vertiv.

Opportunity: Verified fact F4FA5C9E (Colossus ~150MW+) plus the explicit '>100 kW/rack' phrasing in the Digital Realty JD show the cooling regime has crossed the air→liquid threshold permanently. Colos are now hiring mech engineers to design liquid loops as a standard product, not a one-off.

Hottest non-silicon AI-infra category in this dataset — both an OEM (nVent) selling the gear and the two colos (Digital Realty, Compass) building it into the rack-level product. Vertiv covers the power half of the same retrofit. Bottleneck: CDU + facility-water-loop integration skills.