Why Big Money Is Pouring Into AI Cooling
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Liquid cooling has become one of the most important technologies in the rise of AI. Powerful new AI server hardware throws off a lot of heat, pushing past the limits of most traditional air cooling. This has driven a surge of acquisitions in the cooling sector, and none bigger than Ecolab's $4.75 billion deal to acquire liquid cooling specialist CoolIT Systems.
In this episode of Data Center Richness, host Rich Miller sits down with Jason Walker, Director of Product Marketing for Data Centers at Ecolab, to break down the CoolIT acquisition.
Walker discusses how Ecolab is pairing decades of industrial fluid management with CoolIT's cold plates, CDUs, and manifolds to solve critical operational bottlenecks. Learn why fluid health and monitoring matter during commissioning, how joint R&D at CoolIT's 6MW Calgary facility aims to extend single-phase cooling limits for extreme densities, and how integrated hardware and chemistry simplify lifecycle operations for hyperscalers and multi-tenant colocation operators.
Here's an overview of the conversation:
00:00 - Introduction: The CoolIT Acquisition and AI Cooling
01:42 - Ecolab's Mission in Data Centers and Fluid Management
04:00 - Strategic Fit: Why Ecolab Acquired CoolIT
05:56 - Navigating Startup Risks and Direct-to-Chip Fluid Health
09:06 - In-Line Testing and 3D TRASAR Real-Time Monitoring
10:32 - Deploying Side-Stream Controllers and BMS Integration
12:09 - Connecting Hardware Monitoring and Fluid Data
13:40 - Integration Progress and Cultural Alignment Post-Close
16:40 - Calgary Testing Facility and Joint R&D Capabilities
19:28 - Extending Single-Phase Liquid Cooling Limits
23:01 - Customer Base: Hyperscalers vs. Colocation Operators
26:10 - Fluid Health and Multi-Tenant Hybrid Cooling Challenges
28:21 - Where to Connect with Jason Walker and Learn More
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At Data Center Richness we demystify technology and explain why data centers matter, and what comes next for the Internet, cloud computing and AI. Host Rich Miller is a journalist and analyst who has been covering the data center sector for 25 years.
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LINKS FROM THIS SHOW
Ecolab Data Center Solutions
https://www.ecolab.com
CoolIT Systems
https://www.coolitsystems.com
Jason Walker on LinkedIn
https://www.linkedin.com/in/jason-j-walker-mba/
Rich Miller on LinkedIn
https://www.linkedin.com/in/datacenterfrontier/
RELATED VIDEOS:
The Future of Liquid Cooling
https://youtu.be/JGL4Bi6Vrn4?si=d5UPjeEfEDu7qfFd
Liquid Cooling Has Finally Arrived
https://youtu.be/sZM6MZBOeho?si=HrDgXB345zn51-XL
A Closer Look at Two-Phase Liquid Cooling
https://youtu.be/w_Us94JgYzc?si=wMd1TUS7bMJjqjew
All video by Data Center Richness.
Supplemental music via Epidemic Sound
https://share.epidemicsound.com/60o8qx
If you enjoyed this conversation, please like the video, leave your thoughts in the comments, and subscribe to Data Center Richness for deep dives into AI infrastructure, power, and high-density computing.