Outlier Capital(@outliercapx):$MOD $VRT Bernstein: US data center cooling TAM goes from ~$25B (2026E) to ~$63B (2030E) — ~25% CAGR. That’s faster than the capacity build itself. Liquid cooling penetration on new capacity rises from ~70% to ~85%. CDUs and cold plates are the high-growth pieces Heat is the new constraint. We are long $MOD. NFA.

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Outlier Capital@outliercapx

2026.10.16 11:56

$MOD $VRT Bernstein: US data center cooling TAM goes from ~$25B (2026E) to ~$63B (2030E) — ~25% CAGR. That’s faster than the capacity build itself. Liquid cooling penetration on new capacity rises from ~70% to ~85%. CDUs and cold plates are the high-growth pieces Heat is the new constraint. We are long $MOD. NFA.