Motivair Cool News

A new generation of cloud providers is reshaping how the world builds and cools AI infrastructure.

According to DataCenterDynamics, “neoclouds” - GPU-focused cloud platforms purpose-built for AI - saw revenue climb by more than 200 percent year-over-year, reaching nearly $5 billion in Q2 2025. Analysts at Synergy Research now forecast that figure to hit $180 billion by 2030, making neoclouds one of the fastest-growing sectors in the entire data center ecosystem.

That explosive growth highlights one unavoidable reality: as compute power scales, so does heat.

At Motivair by Schneider Electric, we view this shift through a thermal lens. Sustained AI growth depends not only on silicon and software, but on how intelligently you remove heat from them.

The Growth Curve Is Steep - and So Are the Thermal Demands

Neoclouds are scaling faster than any previous generation of infrastructure. GPU clusters now operate at densities far beyond what conventional air systems were designed to handle. Each rack can release hundreds of kilowatts of heat, threatening stability if not managed with precision.

This is where Motivair’s Coolant Distribution Units (CDUs) and ChilledDoor® Rear Door Heat Exchangers define the difference between growth and gridlock. Each plays a distinct yet complementary role in managing thermal loads across high-density environments.

Motivair’s megawatt-class CDUs regulate and isolate coolant flow with exceptional accuracy, maintaining stability across fluctuating AI workloads. ChilledDoors® capture and remove heat directly at the rack exhaust, transferring it into a liquid circuit before it re-enters the data hall.

Depending on the facility’s design, these systems can operate together in a hybrid strategy or independently within specific thermal zones. In both cases, they deliver the flexibility and reliability operators need to scale efficiently while protecting uptime.

Efficiency at the Core of a $180 Billion Market

The projected rise of neoclouds isn’t just a revenue story - it’s a signal that efficiency is now the currency of data center design. To sustain that growth, operators must increase density without raising total energy use or carbon impact.

Liquid cooling enables denser compute, while ChilledDoors® enhance airflow and heat capture in legacy and mixed environments. Together, they reduce reliance on CRAC units, lower facility power draw, and free up valuable floor space.

Motivair’s CDUs serve as the heart of these systems, providing precise coolant control for rack-level solutions, while ChilledDoor® RDHx units handle localized heat rejection. The result is optimized performance per watt, transforming cooling from an operational necessity into a competitive advantage.

Cooling as Strategic Infrastructure

While the DCD report highlights rapid growth, it also points to real risks: high capital demands, short hardware life cycles, and the pressure to maintain uptime. Effective thermal management now plays a central role in mitigating those challenges.

Cooling is no longer a support system - it’s strategic infrastructure that determines scalability, reliability, and sustainability.

Motivair systems are built for that mission: modular, serviceable, and engineered for continuous uptime. Combined with Schneider Electric’s global supply chain and EcoStruxure digital platform, they give neocloud operators the visibility and control to manage thermal performance at scale.

The Bottom Line

The rise of neoclouds marks the next phase of the AI revolution.
Performance, power, and cooling are converging, and success will belong to operators who treat thermal design as strategy, not support.

At Motivair by Schneider Electric, we’re proud to enable that future. With CDUs and ChilledDoor® systems working together, we help data centers harness the full potential of high-density AI infrastructure, keeping it cool, efficient, and ready for what’s next.

👉 Learn more about how Motivair supports Cloud Service Providers here.

Source: “Neoclouds see revenue grow 200 percent YoY – Synergy Research,” DataCenterDynamics

Read the full article on DCD for additional market insights.