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Liquid cooling, Vertiv & DLC
Westerville (Ohio), United States40.13°N 82.93°W
computed criticality11/100
reading
Direct-to-chip: the dominant liquid-cooling technology (majority of the market)
2025Fault line
Nvidia's GB200/GB300 racks require direct-to-chip liquid cooling: no liquid loop, no deployment. The market remains fragmented, which limits the risk of monopoly but not that of execution, CDUs, manifolds and quick-disconnects have become long-lead items just like GPUs.
Actors
Vertiv (Westerville)
CoolIT Systems (Calgary)
Boyd (Pleasanton)
Schneider Electric / Motivair
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