Omdia forecasts liquid cooling will serve most of data-center IT capacity growth by 2030
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Omdia forecasts that annual additions of IT compute capacity across global data centers will reach about 70 GW by 2030, with liquid cooling supporting most of that growth. Direct-to-chip, single-phase liquid cooling (DtC/1P) is expected to remain the leading cooling approach over the forecast period.
- Omdia forecasts about 70 GW of annual incremental global data-center IT compute capacity by 2030.
- Liquid cooling is expected to serve most of the projected IT-capacity additions.
- DtC/1P is forecast to remain the dominant global data-center cooling approach.
- Cold plates are projected to rise from 40% to 61% of DtC/1P value-chain revenue between 2024 and 2030.
- CDU revenue is expected to grow in absolute terms, despite a declining share of DtC/1P ecosystem revenue.
Omdia expects annual additions of IT compute capacity in global data centers to reach approximately 70 GW by 2030. This is a forecast for annual incremental IT capacity, not confirmed commissioned capacity.
Liquid cooling is expected to support the majority of this additional IT load. Within the liquid-cooling market, Omdia expects direct-to-chip, single-phase cooling (DtC/1P) to retain a dominant position globally through the forecast period.
The forecast also indicates a changing revenue mix within the DtC/1P value chain. Cold plates are projected to increase their share of DtC/1P value-chain revenue from 40% in 2024 to 61% in 2030. CDU revenue is also expected to rise in absolute terms, but its share of DtC/1P ecosystem revenue is projected to decline.
For data-center operators and infrastructure suppliers, the outlook underscores the importance of cooling architectures suited to high-density GPU deployments. If the forecast is realised, spending and engineering focus could increasingly shift toward cold-plate assemblies and associated thermal-management components, while CDU suppliers would remain in a growing segment with a lower relative share of the DtC/1P revenue pool.
The forecast points to a material infrastructure shift as denser GPU clusters make liquid cooling integral to adding AI-oriented IT capacity. It also suggests that value creation within the DtC/1P supply chain could move further toward cold plates, while coolant distribution units (CDUs) continue to grow in absolute revenue but represent a smaller share of ecosystem revenue.
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