Signal evidence · 2026-07-29
Thermaflux opens Austin CDU capacity for Q4 2026
Thermaflux Liquid Cooling · USA · CDU
- What changed
- Thermaflux opens Austin CDU capacity for Q4 2026
- Why it matters
- 12 × 2.5MW CDU slots available; 20-week delivery confirmed.
- Expected lead-time effect
- Monitored — quantified only once a manufacturer quotation confirms the change.
- Expected supply effect
- Feeds the CDU category risk score and the shortage view.
SOURCE Supplier emailLEVEL A · Verified directLAST VERIFIED 2026-07-29VERY HIGH
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