Cirrus Cloud

Hyperscaler

Hyperscale cloud › AI training regions

Seattle, WA

Headcount

12,000

ACV band

$800K–$2.4M

CRM

Target — no active deal

Exposure — the graph's read

New AI region sited in a power-constrained grid zone; rack density is inflecting past air-cooling limits.

Open plays

Cirrus's Cascade-3 region lands in a power-constrained grid zone — density has to go up, which forces the cooling question now

Signal timeline

3 sources ingested

News · pressJobs data · job boardsEarnings transcripts

Expansion2026-07-02· Press release
Announced 'Cascade-3' AI region in a constrained ERCOT-adjacent zone
Hiring2026-06-24· Careers page
Posted 14 reqs for 'liquid cooling infrastructure engineers'
Earnings2026-05-19· Earnings transcript
CFO cited 'power availability, not capital' as the buildout constraint on earnings call

Research agents

One-click deliverables — grounded in the graph, not scraped. The validated answer to generic research agents.

Value-chain position

Operates owned data centers; buys cooling, power, and silicon upstream.

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Analyst commentary on this account

“For constrained-grid regions we now model direct-to-chip as the base case above ~50kW/rack, not an upside scenario. If Cascade-3 targets the generation we think it does, air cooling caps the region's usable compute by roughly a third. Anchor the CFO conversation on compute-per-megawatt, not on cooling cost.”
— R. Venkatesh, Principal Analyst, Data Center Infrastructure · 2026-07-01

Buying committee