LiquidStack secures 300MW CDU order

LiquidStack Lands Major 300MW Cooling Order from US Data Center Operator

January 8, 2026

In a significant move underscoring the rapid adoption of liquid cooling for high-density computing, LiquidStack, a leading provider of liquid cooling solutions, has secured a major order for 300 megawatts (MW) of Coolant Distribution Unit (CDU) capacity. The deal, announced this week, signals a pivotal shift as data center operators commit to liquid cooling as essential infrastructure for powering artificial intelligence workloads.

The order was placed by an unnamed, long-established US-based data center operator with a growing portfolio of AI-ready facilities. Spanning multiple undisclosed sites across the United States, the 300MW capacity is designated to support upcoming AI data center deployments. This scale of commitment is among the largest publicly disclosed orders for liquid cooling infrastructure to date.

Joe Capes, CEO of LiquidStack, framed the order as a market inflection point. "Operators are committing to liquid cooling as core infrastructure for AI, and LiquidStack is uniquely positioned to support that transition at scale," Capes stated. The company, founded as Allied Control in 2013, offers a range of single-phase and two-phase cooling technologies. Its product evolution includes launching a 1MW CDU for direct-to-chip cooling in 2024 and a modular CDU last year that is reportedly scalable up to 10MW.

For the data center industry, this large-scale procurement highlights the accelerating transition from traditional air cooling to more efficient liquid-based systems. As AI clusters and high-performance computing workloads push power densities beyond the limits of conventional cooling, orders of this magnitude validate liquid cooling not as a niche solution but as a mainstream, scalable requirement for next-generation infrastructure. The deal strengthens LiquidStack's position in a competitive market increasingly focused on solving the thermal management challenges posed by advanced silicon.

Source: datacenterdynamics

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