Japan’s Daikin Industries has set ambitious targets to expand its data center cooling business in North America, aiming to more than triple revenue in the region by 2030 amid surging demand driven by artificial intelligence and high-performance computing.

According to company planning documents, Daikin expects its North American data center cooling business to grow from about ¥100 billion in 2025 to over ¥300 billion by 2030, reflecting a significant scale-up in market presence.

The company is leveraging a broad cooling portfolio — from traditional air-based systems to advanced liquid cooling and hybrid solutions — to meet the needs of modern hyperscale and AI-focused facilities. To support this growth, Daikin Applied, the firm’s U.S. subsidiary, has been enhancing its capabilities through strategic acquisitions, including DDC Solutions, which adds modular, high-density rack cooling technology to its offerings.

Daikin’s strategy also includes expanding manufacturing and engineering resources in North America, investing in new facilities and a dedicated global data center business unit to better serve customers locally and accelerate innovation.

The North American market — already the largest region for data center cooling investment worldwide — remains a key growth engine as data processing and AI workloads continue to climb.