DATA CENTER COOLING & POWER
THE OPPORTUNITY
A $50B cooling market, bottlenecked by water and power
Market Reality: Growing Demand, Limited Solutions
$50B+ Market Opportunity by 2030
$50B+ market by 2030 — and structurally blocked.
Cooling is the pressure point: up to 40% of a facility's energy and millions of gallons of water a year. In the Southwest, cities are now denying data-center permits over cooling water. No incumbent solves cost, water, and emissions at once.
$50B+
Data Center Cooling Market by 2030
40%
of Data Center's Energy Consumption
Dominant U.S. manufacturers of a waterless, heat-driven alternative
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THE CHALLENGE
A Growing Crisis
Data centers consume 1-2% of global electricity, and cooling accounts for up to 40% of that consumption. As AI workloads, cryptocurrency mining, and cloud computing accelerate exponentially, cooling demand is skyrocketing.
TRADITIONAL MECHANICAL CHILLERS AND COOLING SYSTEMS FACE A
CRITICAL TRILEMMA:
HIGH COST
Rising energy prices, expensive infrastructure, and high OPEX strain profitability.
!
PICKING ONE
WORSENS THE OTHERS.
THE STATUS QUO IS UNSUSTAINABLE.
CO2
1-2%
of Global Electricity
used by
Data Centers
of Data Center's Energy Consumption
40%
is from Cooling
WATER SCARCITY
Billions of gallons of water are used annually, intensifying stress on local water resources.
ENVIRONMENTAL IMPACT
High carbon emissions and unsustainable practices conflict with global ESG goals and regulations.
THE BUSINESS
Sell to prove. Scale on Cooling-as-a-Service
The entry unit captures the data center's own waste heat and sells at ~62% gross margin. We sell the first units to prove performance with paying customers — then shift to Cooling-as-a-Service: Soltair-owned units on 15-year contracts.
The difference is the whole thesis. A sale pays once. A CaaS contract pays for fifteen years — about 3X the lifetime profit — and compounds. Selling funds the proof; CaaS is where the value accrues.
Selling funds the proof but
— CaaS is where the value accrues.
62%
Gross margin on the first-unit sale
$550K/YR
Recurring CaaS revenue per MW / yr, 15-year contracts
3X
Lifetime profit per unit — CaaS vs. outright sale
The Economics Work
A $3 million equipment sale generates revenue once. The same asset deployed in California under a 15-year Cooling-as-a-Service agreement can generate approximately $10 million of contracted revenue—about three times the revenue of a direct sale while creating recurring cash flow that compounds over time