報告_OCP2026_Promersion_Eaton_OCP浸沒式專案_20261015

PDF 原檔：報告_OCP2026_Promersion_Eaton_OCP浸沒式專案_20261015_original.pdf

講者公開簡報（OCP 官方 Recorded Content 頁提供下載）。文字以 PyMuPDF 逐頁抽取，### p<n> 為頁碼；圖表內容見原檔。

圖片清單（已驗證 2026-10-19）

原始內容

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Rolf Brink Promersion & Co-chair Immersion Sub-Project Jessica Gullbrand Eaton & Co-chair Immersion Sub-Project Allison Boen Alcatex & Community Outreach Rachel Bielstein Baltimore Aircoil Company & Co-chair Community Outreach Gemma Reeves AlfaLaval & Chair Community Enablement Scaling Open Collaboration for Immersion Cooling Adoption Cooling Environments

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Immersion Ecosystem 11:10-11:30 am UL Solutions: Advancing Immersion Cooling Safety: From Fluid Qualification to System Compliance Lunch: 11:30-12:30 pm Immersion Ecosystem 12:30-12:45 pm SWRI: OCP/SwRI Collaboration - Data Center Immersion Fluids Consortium Reliability 12:50-1:45 am Community update: Reliability Committee Update Samsung: Material Compatibility and Long-Term Hardware Integrity of Enterprise SSDs in Two-Phase Immersion Cooling Intel & ExxonMobil: Rack Scale Reliability Demonstration Testing Methods and Results from the Intel Datacenter Certified ExxonMobil - Micron - BAC Immersion Solution Fluids 1:50-2:45 pm Community update: Immersion Fluids Committee Update Kyzen: Before the Fluid: How Pre-Immersion Cleaning Chemistry Shapes Long-Term Electronic Reliability Evonik: Moving Beyond Interchangeability: Characterizing Esters among Coolants for Immersion Break: 2:45 pm-3:15 pm Fluids 3:15-3:35 pm Magnalytix & ExxonMobil: Fluid Oxidation and Electronic Reliability: A Multi-Fluid EID Measurement Study IT Equipment 3:40-4:15 pm Community Update: Immersion IT Equipment (ITE) Committee Update Solidigm: A Practical Infrastructure Solution for Component and Device Level SSD Qualification in Single-Phase Immersion Cooling Solutions 4:20-5:00 pm Community Update: OCP Solutions Technical Committee DenvrData & Unicom: Deploying Immersion Native ITE in AI NeoCloud: An OCP Collaboration Story Continued Liquid Cooling Bazaar 5:00-6:00 pm Promersion: Liquid Cooling Market Update: Industry Dynamics, Adoption Signals, and the Road to Scale Everything you always wanted to know about liquid cooling but were afraid to ask Forever Fluid 7:30 – 10:30 PM Immersion Project Community outreach on behalf of Cooling Environments Forever Fluid, Networking Event @ Scott’s Seafood Ballroom Immersion Agenda for Wednesday Oct. 14

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10.0% 11.2% 15.3% 29.0% 26.0% 22.0% 20.2% 17.0% 15.0% 14.3% 12.7% 11.3% 10.9% 8.9% 0% 5% 10% 15% 20% 25% 30% 35% $0 $500 $1,000 $1,500 $2,000 $2,500 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Billions DC Market size forecast Growth rate CAGR 2025-2035: 15.7% DC MARKET SIZE FORECAST UPDATE (IN BILLIONS OF US$) © Promersion B.V. 2026

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133% 50% 484% 137% 62% 30% 25% 20% 19% 18% 17% 16% 15% 13% 146% 72% 42% 3% 18% 45% 250% 125% 65% 45% 31% 20% 18% 15% 0% 100% 200% 300% 400% 500% 600% $0 $10 $20 $30 $40 $50 $60 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 BILLIONS Cold plate Immersion Cold plate growth % Immersion growth % GLOBAL LIQUID COOLING MARKET SIZE FORECAST UPDATE (IN BILLIONS OF US$) © Promersion B.V. 2026

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• Industry Analytics Updates: • 2pm, Marriott Rooms 3 & 4: Europe on a Different Clock: Data Center and Liquid Cooling Market Analytics to 2035 • 5pm, 220C: Liquid Cooling Market Update: Industry Dynamics- Adoption Signals- and the Road to Scale • Liquid Cooling Bazaar, 5:20-6:00 pm New Whitepaper: Thermal Boundaries in AI Infrastructure • Full analysis of all liquid cooling technologies, adoption behaviors, industry segmentation and guidance for matching liquid cooling to compute through the power inflection

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The question this project keeps getting Immersion is the largest project community in OCP — and the IT OEM ecosystem is still not shipping immersion- native at scale. So: why are the OEMs not committing? They are. On their clock, not ours. New OCP whitepaper, Thermal Boundaries in AI Infrastructure By Rolf Brink, Mohan J. Kumar, Steve Mills, and Kelley Mullick Scan to download

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0 20 40 60 80 100 2020 2021 2022 2023 2024 2025 2026 2027 2028 Share of top-tier accelerator TDP on cold plate (%) Inflection: air can no longer hold the hottest part The clock has a law “An ecosystem as a whole exhausts every option that preserves its current architecture before it accepts one that changes it.” Strings. Every new method carries dependencies into parts of the system its adopter does not control. Rational deferral. Waiting is individually sensible — so the whole ecosystem waits together. Inflections. Transitions arrive forced, not chosen. Under 10% → above 90% in ~24 months. Forced, not chosen.

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Pushed by a wall, pulled by economics Cold plate was pushed Air hit its physics wall on the hottest devices — there was no choice. Overnight default; the scramble that followed is preparation debt, paid in public. Immersion is pulled It answers the distributed load, reliability, and the facility's power and space scarcity. No wall forces a date; economics pull — and pulled transitions are gradual and uneven by nature. A pulled transition does not announce a deadline. It arrives account by account, workload by workload. Same law, two forcing functions. The absence of a single visible commitment moment is what a pulled transition looks like from outside.

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The load left behind 0 200 400 600 800 1000 1200 1400 1600 1800 2016 2018 2020 2022 2024 2026 2028 2030 Watts per rack unit Distributed non-xPU heat per rack unit, AI platform Memory Network and optics Storage Power conversion loss Misc 0 10 20 30 40 50 60 70 80 90 100 2020 2022 2024 2026 2028 2030 Distributed (non-processor) heat per rack (kW) Distributed heat per rack Air-cooled rack practical ceiling (kW, illustrative)

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0 500 1000 1500 2000 2500 3000 3500 2022 2024 2026 2028 2030 CHIP TDP TRENDS NVIDIA GPUs AMD CPUs Intel CPUs System (Non-xPU) NVIDIA Trend AMD Trend Intel Trend System Trend © Promersion B.V. 2026 Inflection Points High Bandwidth NICs Memory SSD Storage Power Delivery Immersion Drivers CPUs GPUs D2C Drivers Immersion Cooling Inflection Zone D2C Inflection Points

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The avoidance debt Cost of cooling Device power, rising over time Avoidance zone Compouniding cost of avoidance Current method, cost of staying Next method, cost of switching method stretched further in time Economic Efficiency Physics wall Avoidance zone still possible, no longer sensible cost of switching to the next method Impossible

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The avoidance debt accrues in five accounts Reliability — the account the paper quantifies 1.45x Yesterday: the design point GPUs plated, six couplings per tray. The junction dividend outweighs the plumbing. 0.96x The fully plumbed tray Eleven assemblies against the eight the dividend buys. The advantage is spent. 0.72x At field coupling rates Two dozen couplings at stress rates: forty percent more failures than air. The accounts every designer feels Weight Plates, manifolds and fluid add kilograms per tray — rack statics, shipping and handling inherit it. Chassis real estate Plumbing competes with IT for the same volume: space for hoses and fittings is space not spent on memory, network or airflow. Serviceability Every fitting is a touchpoint behind a disconnect. Access shrinks as coverage grows — the simple, serviceable argument erodes. The fifth account is charged to the next method. Deferral denies immersion its organic maturation — design-for-purpose, reference chemistry and supply depth only come with adoption. That is the preparation debt, and it comes due all at once. One stretch, five accounts: reliability, weight, space, serviceability — and the readiness of what comes next.

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Immersion reliability: the headlines 3.4–5x Model floor the paper's mechanism-share model, conservatively read up to 12x Fleet observation 3,000+ immersion-cooled servers over 30 months — OCP EMEA 2025 1/8th The Natick anchor nitrogen atmosphere and no handling alone gave one- eighth land-based failures Why the gain is different in kind: the bath removes failure mechanisms from every component at once — thermal cycling, vibration, dust, oxygen and moisture. The pump and filtration skid is counted exactly like a CDU: the comparison is symmetric, the mechanisms are opposite. The bracket is open on purpose. The gap from floor to ceiling is this community's data to close.

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The strings an OEM actually sees No reference fluid. Every program re-validates chemistry against fluid, polymers, metals and markings — pilot-stage cost per SKU. The seam moves inside. The tank crosses acquisition into transport: one co-designed product, fewer standard interfaces — complexity where standards reach last. The loop. Design-for-purpose comes with adoption; adoption waits while cold plate can still stretch; the deferral holds back the very maturity it waits for. Plugging into what is already there is rational. Cold plates on SSDs and NICs became routine for exactly that reason.

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The fundamentals are moving anyway 3–5x floor · up to 12x Relative MTBF vs air: the paper's modelled floor — and this community's 3,000+ server fleet observation. Lowest cost per year Worked 200 MW AI case: immersion's total annual cost is lowest — and reliability is half the advantage. One PO vs a 15-year clock Immersion's cost sits on one visible purchase order; its savings sit in someone else's facility budget. 250 kW → 600 kW Rack power shipping → announced. Power and space scarcity pull the volume method. Our job is not to argue the ecosystem onto immersion. It is to have the ecosystem ready when the economics force the question. That is the roadmap.

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Large-Scale Deployment and Market Shift (2029-2030) Immersion forced to move beyond early adopters and become mainstream solution for AI, HPC, and high-power-density applications Hybrid solutions play a key role with a mix of air, liquid, and immersion technologies Phase 2: Industrialization and Supply Chain Readiness (2027-2028) Immersion technologies must be readily available, cost-competitive, and supported by the ecosystem of suppliers and service providers. Data center operators must begin integrating liquid-ready designs into new facilities and retrofitting existing spaces where possible. Phase 1: Standardization and Interoperability (2025-2027) Accelerating the standardization of immersion cooling to avoid fragmentation and reduce operational risks. Interoperability between cooling solutions and IT equipment is key, as lack of compatibility will hinder scaling. Roadmap to 2030

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• 15 active parallel workstreams • 4 technical committees providing support and oversight • 3 active support teams • 35 active volunteer leaders • 1342 unique participants • 1014 LinkedIn Group Members Immersion Project: Updated Quick Stats Fluid Chemistry 20% Solution vendor 9% Supply chain/ component suppliers 20% ITE OEM/ ODM/ Integrator/ Supply 20% Facility Design/ Build/ Supply 11% Certification/ research/ association/ Govt 7% End user 9% Consulting 4% Full Reach Demography - October 2026

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Immersion Governance Model Immersion Project Governance and Strategy Project Board Project Co- Chairs OCP Projects Liaison team Community Enablement Council Immersion Challenges Council Community outreach team Industry Liaison team ITE Committee Reliability Committee Fluids Committee Solutions Committee

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Project Board Strategic Leadership: Provide strategic guidance and leadership to ensure that the project’s activities and goals are aligned with the overarching objectives of OCP and the needs of the industry. Oversight and Coordination: Oversee the project’s operations, ensuring effective coordination between different committees and teams to maximize efficiency and impact. Decision Making: Make key decisions regarding project direction, resource allocation, and priorities based on input from technical committees and feedback from the community. Quality and Standards Assurance: The committee is responsible for approving all materials intended for publication and ensuring that the outputs of the project, such as standards, best practices, and research, meet high-quality standards and are relevant to industry needs. Project Board Role

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Project Board Technical Committees Support Teams Project Leadership Project Chairs Rolf Brink (Promersion) Jessica Gullbrand (Eaton) CE Representation Steve Mills (Meta) CE Leadership Team Community Outreach Allison Boen (Alcatex) Rachel Bielstein (BAC) Technical Committee Chairs ITE Austin Hipes (Unicom) Fluids Kris Fletcher (Analog Devices) Spencer Kerns (CPChem) Solutions Amy Short (Denvr Dataworks) Kevin Gero (Murata) Reliability Samantha Yates (Intel) Brian Kinkade (Fuchs) Community Enablement Gemma Reeves (Alfa Laval) Industry Liaison Kelley Mullick (Avayla) Maryam Mohagheghi (HF Sinclair) Project Board

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Project Board Workstreams Technical Committees Project Board Technical Committee Chairs ITE Austin Hipes (Unicom Engineering) Advanced Cooling Andy Richenderfer (Lubrizol) Florian Hudelmaier (Independent) Design Guidelines Austin Hipes (Unicom Engineering) Peter Liu (Independent) Signal Integrity Tina Bao (TE Connectivity) Kai Wang (Intel) Fluids Solutions Reliability Workstreams

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Project Board Workstreams Technical Committees Project Board Technical Committee Chairs ITE Fluids Kris Fletcher (Analog Devices) Spencer Kerns (CPChem) Fluid Cleaning Guidelines Roma Suris (Submer) JanElsa Carty (Shell) Fluid Lifecycle Management Alex McManis (Eneos) Oxidation Methodology Spencer Kerns (CPChem) Vanja Boyd (ExxonMobil) Specifications Kris Fletcher (Analog Devices) Peter Cooper (Promersion) Solutions Reliability Workstreams

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Project Board Workstreams Technical Committees Project Board Technical Committee Chairs ITE Fluids Solutions Amy Short (Denvr Dataworks) Kevin Gero (Murata) FMEA Nicholas Beardsley (GRCooling) Khaled Morsy (Independent) Hardware Management Mick Jones (Vertiv) Immersion Requirements Amy Short (Denvr Dataworks) Peter Cooper (Promersion) Power Distribution Oriol Chavanel (Hypertec) Kevin Gero (Murata) TCO Andy Young (Asperitas) Eduard Roytman (Microsoft) Reliability Workstreams

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Project Board Workstreams Technical Committees Project Board Technical Committee Chairs ITE Fluids Solutions Reliability Samantha Yates (Intel) Brian Kinkade (Fuchs) Component Compatibility Beau VanVaerenbergh (Oleon) Brian Kinkade (Fuchs) Material Compatibility Bobby Glidwell (Magnalytix) Punith Shivaprasad (Shell) Thermochemical Reliability Samantha Yates (Intel) Betsy Cossette (ExxonMobil) Workstreams

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Project Board 2026 Immersion New Contributions • Released: • Server Component Immersion Material Compatibility Testing • Thermal Boundaries in AI Infrastructure • In Approval Process • Safe Handling Guidelines for Immersion Fluids • High-Speed Interconnect Signal Integrity in Immersion Cooling • Open Source Material Compatibility Database • Open access interactive database • Progressed and maintained by the Reliability Committee Workstreams • Community provided data set, open for additional inputs! (self-certified) Server Component Immersion Material Compatibility Testing Thermal Boundaries in AI Infrastructure

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Open Source Material Compatibility Database https://ocp-material-compatibility- tool.sintex.workers.dev/ SCAN ME Project Board

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Immersion Governance Model Immersion Project Governance and Strategy Project Board Project Co- Chairs OCP Projects Liaison team Community Enablement Council Immersion Challenges Council Community outreach team Industry Liaison team ITE Committee Reliability Committee Fluids Committee Solutions Committee

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Community outreach team https://dcoffsiteevents.com/ forever-fluid-ocp RSVP NOW! Invited by: “LIVE during OCP”

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Community outreach team

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Community outreach team 111 W Kinzie St. Chicago, IL 60654

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Immersion Governance Model Immersion Project Governance and Strategy Project Board Project Co- Chairs OCP Projects Liaison team Immersion Challenges Council Community outreach team Industry Liaison team ITE Committee Reliability Committee Fluids Committee Solutions Committee Community Enablement Council

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0 200 400 600 800 1000 1200 1400 1600 IMMERSION COMMUNITY MEMBERSHIP GROWTH Community Restructuring Global Summit 2024 Regional Summit 2023 Conception “Advanced Cooling Solutions” (ACS) as part of Rack and Power Creation and shift to Cooling Environments Regional Summit 2025 Community Enablement Council Global Summit 2025 Regional Summit 2026 1,342 active members, +23.9% YoY

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709 844 440 409 FLUIDS COMMITTEE SOLUTIONS COMMITTEE RELIABILITY COMMITTEE ITE COMMITTEE 0 100 200 300 400 500 600 700 800 900 Immersion Technical Committees OCP Immersion Project Quick-stats March Community Enablement Council Solution vendor 9% Fluid Chemistry 22% Supply chain/ component suppliers 18% ITE OEM/ ODM/ Integrator/ Supply 19% Facility Design/ Build/ Supply 10% Certification/ research/ association/ Govt 7% End user 10% Consulting 5% Immersion Project Mailing List Demography

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Community Enablement Council Come and speak to me in person about the OCP Immersion community and how to get involved; • Supercompute Chicago : 15th-20th November • Data Centre Forum Stockholm: 3rd December • Others TBC Gemma.Reeves@ocproject.net Community Enablement GS-year Total reach Net growth First-time joiners Drop-offs Growth % GS 2021 288 — — — — GS 2022 364 +76 102 26 +26.4% GS 2023 559 +195 232 37 +53.6% GS 2024 787 +228 264 36 +40.8% GS 2025 1,101 +314 422 108 +39.9% GS 2026 1,342 +241 427 186 +21.9%

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Immersion Governance Model Immersion Project Governance and Strategy Project Board Project Co- Chairs OCP Projects Liaison team Community Enablement Council Immersion Challenges Council Community outreach team Industry Liaison team ITE Committee Reliability Committee Fluids Committee Solutions Committee

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• Join the Immersion project • Subscribe to the mailing list • Join the project, workstreams, and engage with the community - Project community call monthly every 3rd Tuesday of the month - Check the wiki page for all workstreams and activities • Do you have any questions? • Reach out to Rolf and Jessica for any enquiries • How to participate and contribute: Gemma Reeves • Driving standards with industry liaisons: Kelley and Maryam • Helping to promote with community outreach: Allison and Rachel Call to Action

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Participate by Subscribing to the Mailing Lists Immersion Project Fluids Committee ITE Committee Reliability Committee Solutions Committee Challenges Industry Liaison Team

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Immersion Mailing Lists: Fluids & ITE Fluids-Cleaning Guidelines Fluids-Lifecycle Management Fluids-Oxidation Methodology ITE-Advanced Cooling Techniques ITE-Design Guidelines ITE-Signal Integrity

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Immersion Mailing Lists: Solutions Solutions-FMEA Solutions-Hardware Management Solutions-Immersion Requirements Solutions-Power Distribution Solutions-TCO

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Immersion Mailing Lists: Reliability Reliability-Component Compatibility Reliability-Thermochemical Reliability Reliability-Material Compatibility

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Thank You!