Sub-category 6.2
Liquid Cooling — Direct-to-Chip (CDUs, cold plates, manifolds)
The dominant approach for Blackwell-class racks. The single highest-growth sub-category in this layer.
Players
Players: Vertiv (CoolTera, custom CDUs) VRT, CoolIT Systems KKR, Motivair SMCI (acquired), Boyd Goldman, Asetek ASTK.OL, ZutaCore Private, JetCool Private, Chilldyne Private, nVent (Schroff) NVT, Delta Electronics 2308.TW, Kelvion Private
Analysis coming soon — this page is scaffolding for deeper research into liquid cooling — direct-to-chip (cdus, cold plates, manifolds).