Hyperscaler cooling specs now decide who wins orders, after Eaton, Schneider and Ecolab spent about $15B on liquid-cooling deals.
Michael Job notes Eaton, Schneider and Ecolab spent about $15 billion buying liquid-cooling makers, led by Eaton's $9.5 billion Boyd Thermal deal, yet none of their brands made Nvidia's first qualified cooling list. He argues hyperscaler-written specs decide who wins orders. If you buy the gear, write the spec version into design docs and ask bidders which version they built to.