Executive Brief · 2026-06-25
APAC Data-Center Power & Cooling — Executive Brief
A cross-BU opportunity worth $90–140M near-term, concentrated at Sundara and Nexa. Speed matters as Helios is already active.
The opportunity
Announced APAC hyperscale builds imply ~$1.9B of serviceable power-and-cooling demand, of which $90–140M is realistically addressable near-term with a combined Energy Systems and Building Technologies offer.
- ·Serviceable pool ~$1.9B
- ·Near-term addressable $90–140M
- ·Requires a cross-BU offer
Where to focus
Sundara (three sites in build) and Nexa (a $600M captive build at an existing automation account) are the two highest-conviction targets.
| Account | Signal | Fit |
|---|---|---|
| Sundara | 3 sites in build | 90 |
| Nexa | $600M build | 84 |
Recommendation
Stand up a coordinated cross-BU account team for Sundara immediately and open a first data-center conversation at Nexa through the automation account owner.