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

Connected records

Supplier: Thermaflux Liquid CoolingEquipment: CDUUSA
Affected companies and projects are linked only where the platform holds a matching record — Thermaflux Liquid Cooling shown above.

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