↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER
Vertiv (The Thermal Infrastructure Master) Grade A
The physical plumbing of the AI factory: Coolant Distribution Units (CDUs), high-voltage busways, and liquid manifolds · Category: Hardware & Physical Substrate
Executive Physical Feasibility & Delivery Audit
Institutional Baseline: Evaluated under the Compute Availability Factor (CAF v1.0) specification by Richie Adomako (Serpens Inc., ResearchGate ID 414150400). CAF evaluates stated accelerator capabilities against empirical physical reality (interconnection queues, electrical substations, liquid cooling heat transfer, and optical network fabrics). Missing public evidence is classified as unknown—it is never treated as zero capacity.
CAF INTERVAL
[0.59 – 0.93]
DELIVERY GAP SCORE
22 pts
OPERATING POWER
7.04 GW
vs 0.54 GW announced
EVIDENCE CONFIDENCE
MEDIUM (65%)
Physical Coupling Pillars (E, T, N, O)
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Power & Grid Substrate (E = [object Object]): 95/100. Manufactures the critical step-down transformers, switchgear, and uninterruptible power supply (UPS) systems that sit between utility substations and AI servers.
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Thermal Dissipation & CDU Limits (T = [object Object]): 96/100. The premier global manufacturer of Coolant Distribution Units (CDUs), controlling over 40% of the high-density liquid cooling market.
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Cluster Topology & Optical Fabric (N = [object Object]): 94/100. Engineered specialized overhead busways and reinforced rack enclosures designed to distribute 3,000+ lb server loads across facility slabs.
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Silicon & Operational Availability (O = [object Object]): 92/100. Co-designs cold plates and liquid manifold tolerances directly with Nvidia and Intel engineers prior to tape-out.
Attributable Public Evidence Ledger