Investor One-Pager | Diamond Cool Fluid Dynamics

Why This Matters

$660B

Hyperscaler CapEx in 2026 alone — all need cooling

Zero Water

The only solution in the industry that uses no water at all

60%

Reduction in cooling electricity costs

$4.75B

What CoolIT sold for — and they still use water

6-Year Revenue Projections

Conservative

$5.3B

6-Year Cumulative

Base Case

$15.2B

6-Year Cumulative

Upside

$41.6B

6-Year Cumulative

55–65%

Gross Margin

$44B–$150B

Exit / IPO Enterprise Value

8.6×

CoolIT Revenue Multiple

Why No One Else Can Do This

❄️

Sub-Ambient Cooling

-40°C GPU temps — competitors can't

💧

Zero Water

Only one in the entire industry

🧪

PFAS-Free

EU banned PFAS chemicals in 2026

♻️

Closed-Loop Cryogenic

60% nitrogen recovery — no waste

Governments Will Mandate This Technology for Saving Power & Saving Water

This technology makes data centers sustainable. Diamond Cool is the only solution that eliminates water while slashing electricity by 60%. As regulation tightens worldwide, we are the only technology that qualifies.

17.4B

Gallons US DC Water Use (2023)

5×

Projected Growth

2.5B

Gallons Saved/Yr at 10% Share

Who Buys This

Meta

Google

Microsoft

AWS

Oracle

CoreWeave

Lambda

Bitcoin Miners

US Defense / DoD

Enterprise Data Centers

$38B

Total Addressable Market by 2033

630K

GPU Racks Shipping 2027–2032

12-Rack Cluster — Unit Economics

$2.16M

One-time hardware + install — $180,127 per rack (BOM $88,460 + turnkey install $91,667)

55–65%

Hardware BOM margin — BOM drops from $88K to $58K at 2,000 units/yr

Cryo-Boost Performance Licensing — 90%+ Margin

$155,520/mo

Per 12-rack cluster — $1/GPU-hr on phantom throughput at 25% gain

$1.87M/yr

Annual Cryo-Boost licensing per 12-rack cluster — 90%+ gross margin

$144K/yr

N₂ closed-loop management service — $12,000 per rack per year at 60–70% margin

The 25% Phantom GPU Gain — Why Customers Buy

18 Phantom GPUs

Per rack — 25% more compute from 72 GPUs without buying more hardware

$8.64M

GPU CapEx avoided per 12-rack cluster — 216 phantom GPUs worth of compute

$75K–$115K/yr

Cooling OpEx savings per rack — PUE drops from 1.35–1.80 down to 1.03

< 6 Months

Hardware premium payback — $38K premium pays for itself in under 6 months

$8M

5-Year TCV — Modest (15%)

$12M

5-Year TCV — Base (25%)

$22M

5-Year TCV — Max Turbo (50%)

What Happens When We Capture the Market

10% Market Share

50,100 racks deployed by 2032

$14.4B

Annual Revenue by 2032

$41.6B

6-Year Cumulative Revenue

$12.8B

6-Year Cumulative EBITDA

25% Market Share

125,000+ racks deployed by 2032

$36B

Annual Revenue by 2032

$104B

6-Year Cumulative Revenue

$32B

6-Year Cumulative EBITDA

50% Market Share

250,000+ racks deployed by 2032 — category dominance

$72B

Annual Revenue by 2032

$208B

6-Year Cumulative Revenue

$64B

6-Year Cumulative EBITDA

Now Raising

A-Round — Now Open

$10M

Prototype → Pilot → UL Certification → Market Entry

B-Round

$200M–$1B

Data Center Acquisition · Additive Manufacturing · Legislation