{"podcast":{"title":"(don't) Waste Water! | Water Tech to Solve the World","slug":"don-t-waste-water-water-tech-to-solve-the-world-429684","podcast_index_feed_id":429684,"rss_url":"https://feed.ausha.co/br23DCZ1GnG3","website_url":"https://dww.show","image_url":"https://image.ausha.co/aqeIcrBNGzFT8mIP6OvDO4mNiOTIvMgC4rdQTNqS_1400x1400.jpeg?t=1593422433","author":"Antoine Walter","episode_count":502,"summary":"❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water? 💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes! 📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors. ➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices 🗓️ Tune in every Wednesday (don't miss out! 😅) 🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show Currently in its 10th Season, the \"(don't) Waste Water\" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Acc…","last_synced_at":null,"page_url":"https://stenobird.com/podcast/don-t-waste-water-water-tech-to-solve-the-world-429684"},"episode":{"title":"The 2027 Deadline That's About to Reprice Water Companies (Data Center Water)","slug":"the-2027-deadline-that-s-about-to-reprice-water-companies-data-center-water","published_at":"2026-04-22T03:00:00+00:00","page_url":"https://stenobird.com/podcast/don-t-waste-water-water-tech-to-solve-the-world-429684/the-2027-deadline-that-s-about-to-reprice-water-companies-data-center-water","show_page_url":"https://stenobird.com/podcast/don-t-waste-water-water-tech-to-solve-the-world-429684","url":"https://podcast.ausha.co/dont-waste-water/the-2027-deadline-that-s-about-to-reprice-water-companies-data-center-water","audio_url":"https://audio.ausha.co/yOwR5IaOpwKJ.mp3?t=1776725162","summary":"Who Buys the First Data Center Water Company? And When Does the Repricing Start? Data center water treatment is a $1.1 billion market growing nearly 15% per year, with 60% of spending recurring - generating an \"infinite money glitch\" for the righty designed water tech companies. So, strategic buyers, private equity sponsors, and VC-backed platforms are racing to consolidate water tech expertise. Meanwhile, hyperscalers spending $50 billion a year on infrastructure have made zero water acquisitions... for how long? 🌶️ KEY SPICES 🌶️ 💵 A $660M recurring-revenue pocket nobody priced as SaaS - 60% of data center water spend is OPEX, not capex (Sustainability at its best) 🏗️ AEA Investors' CRB Water playbook: a $13.2M Missouri distributor turned national data center water platform in 24 months through five add-on acquisitions 📈 Evoqua's 17x EBITDA exit to Xylem in 2023 as the template - and AEA ran that play too 🌐 Microsoft's water use efficiency (WUE, liters per kWh of compute) sits at 0.2, roughly 5x better than Google's 0.96 and 6.5x better than Apple's 1.3 🏢 Amazon's Kiva Systems DNA applied to water: write the blueprint internally, then acquire the builder when the capability becomes competitively load-bearing ⏱️ A 2027 zero-water pledge deadline creating a hard two-year window for Microsoft 🎯 The short list of acquisition targets: Gradiant, CRB Water, Infinite Cooling, Uravu Labs 🥜 IN A NUTSHELL 🥜 Why is data center water treatment the fastest-growing industrial water vertical? At $1.1B in 2024 and above 13% annual growth (roughly double any other industrial water segment) demand tracks the $50B/year hyperscaler capex directly. Who's actually buying so far? Ecolab (~$7B combined on CoolIT Systems and Ovivo's electronics division), Xylem (Vacom Systems at $42M), Kemira…","meta_description":"Who Buys the First Data Center Water Company? And When Does the Repricing Start? Data center water treatment is a $1.1 billion market growing nearly 15% p…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1792,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/don-t-waste-water-water-tech-to-solve-the-world-429684/episodes/the-2027-deadline-that-s-about-to-reprice-water-companies-data-center-water/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/don-t-waste-water-water-tech-to-solve-the-world-429684/the-2027-deadline-that-s-about-to-reprice-water-companies-data-center-water.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}