Power infrastructure supply project
DTS, a specialist in industrial air-cooled heat exchangers, is accelerating its expansion into the global AI infrastructure market by entering a large power generation project supplying electricity to artificial intelligence data centers in the United States.
After securing a project to supply air-cooled heat exchangers, or AFCs, to a US power generation project, the company also established annual production capacity for AI data center cooling equipment equivalent to 2.7GW. In monetary terms, that capacity would allow it to supply approximately 270 billion won of cooling equipment annually, expanding its business base across both power and cooling for AI data centers.
According to DTS on November 2, the company recently secured a large project to supply AFCs to the Gains Tolk power generation project, which will supply electricity to US AI data centers.
As investment in power generation infrastructure expands to meet rising electricity demand from AI data centers in North America, the company is extending its business beyond its traditional focus on LNG plants into AI data center-related power infrastructure. In particular, it is expanding business opportunities in the North American energy infrastructure market through its network of partnerships with major global engineering, procurement and construction companies.
“We have 15 of the world's top 20 engineering, procurement and construction companies as customers, and have established a record of repeat orders through major North American projects, including Golden Pass LNG in the United States and Woodfibre LNG in Canada,” a DTS representative said. “Recently, we secured a large project to supply AFCs to the Gains Tolk power generation project, which will supply electricity to US AI data centers.”
The representative added, “To enter the AI data center cooling market, we established a collaborative dry cooler production system this year and secured annual production capacity equivalent to 2.7GW. We are preparing to begin equipment supply in earnest.”
Expansion from LNG projects into data center cooling
DTS is expanding its business based on its supply record in the North American energy plant market. It carried out a total of 11 large LNG projects from 2019 through 2026 and has participated in large energy infrastructure projects through partnerships with global engineering, procurement and construction companies.
In particular, as investment expands in US LNG export facilities and gas-fired power generation infrastructure for AI data centers, the company is seeking opportunities to participate in additional projects through its existing customer network.
The company is also stepping up its entry into the AI data center cooling equipment market. In response to the spread of liquid cooling, which circulates coolant directly to server chips, DTS is pursuing the supply of ultra-low-noise dry coolers that release heat from server coolant into the outside air.
Its strategy is to target cooling demand from urban AI data centers in South Korea and overseas, using customized thermal design technology and ultra-low-noise design capabilities accumulated in its existing plant business.
Production capacity and equipment supply plans
In particular, DTS established a collaborative production system for AI data center dry coolers this year, securing annual production capacity sufficient to meet 2.7GW of data center cooling demand.
Based on the company's standard 500kW model, approximately 2,000 dry coolers are required per 1GW of AI data center capacity, representing a cooling equipment supply opportunity of approximately 100 billion won. Applying its annual production capacity of 2.7GW would allow it to supply approximately 270 billion won of equipment. However, this is a monetary valuation of production capacity, not actual orders or confirmed revenue.
DTS plans to increase supply volumes in its existing core business while accelerating its entry into the AI data center cooling equipment market, drawing on its global engineering, procurement and construction customer network established in North American LNG and power generation equipment.
In particular, as increasing AI data center density raises the importance of both electricity supply and heat management, the company plans to develop AFCs for power generation infrastructure and dry coolers for data centers as its two main business areas.
The company is preparing to begin equipment supply in earnest using its established production system. It plans to continue securing new business opportunities in response to LNG facility expansion and growing power infrastructure investment, primarily in North America.
Original Korean article: Financial Post
English brief by Korea Wind Intelligence, koreawindintel.com
