Solving problems before most people are even aware that they exist... sounds like an outstanding business model. FC must have noted that cooling was a major issue when he deployed thousands of blades. It will likely be something any large deployment will have to address. Having an in-hand solution puts you miles ahead of of those who deploy a farm and then find expansion difficult due to cooling issues. There is a practical limit to what one can accomplish with air cooling and that sets a cap on density, and thereby efficiency. This may be one of the best investments a company could pursue, with every major deployment as a customer.

It is said that in the gold rush, the ones who made the money were those selling picks and shovels. The truth is that those who became rich were those who provided a marketplace and distribution channels for those who wished to sell picks and shovels. It appears that FC has noted this, and is taking steps to be the leader in this arena as well.