SIGNALInfrastructure Software·Jun 15, 2026, 8:03 AMSignal75Medium term

DCD>Survey Report: Cooling

Source: DataCenter Dynamics

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DCD>Survey Report: Cooling

As the data center industry evolves, so do its cooling solutions

Why this matters
Why now

The accelerating demand for AI compute and general data center expansion is pushing existing cooling solutions to their limits, necessitating innovation.

Why it’s important

Cooling is a critical bottleneck for data center growth and energy efficiency, directly impacting the scalability and sustainability of digital infrastructure.

What changes

The focus on data center cooling shifts from incremental improvements to more fundamental overhauls, potentially driving new technological standards and investment.

Winners
  • · Liquid cooling companies
  • · Data center operators with advanced cooling R&D
  • · Specialized HVAC manufacturers
Losers
  • · Legacy air-cooling providers
  • · Data centers with outdated infrastructure
  • · Regions without ample water/energy for cooling
Second-order effects
Direct

Ongoing innovation in cooling technologies will improve data center efficiency and PUE.

Second

Increased adoption of direct-to-chip and immersion cooling could become standard for high-density compute.

Third

The pursuit of novel cooling methods may lead to data centers being strategically located based on access to sustainable and efficient cooling resources, potentially influencing national compute infrastructure development.

Editorial confidence: 90 / 100 · Structural impact: 60 / 100
Original report

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