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aware5% · $25,000· owner: Ajay

Therma — Semi / Data-Center Ops AI Pilot

Therma LLC· wedge: semi-datacenter-ops-ai
Primary contact
Mike Fisher
mfisher@therma.com
Last activity
2026-04-21
Parallel contacts
  • · Jon Litle (SVP Operations)
  • · Greg Conn (VP Operations)
  • · Kaeko Shirasu-Bailey (VP Finance)

Deal: Therma — Semi / Data-Center Ops AI Pilot

Summary

$25K pilot pitched to President Mike Fisher for semi/data-center ops AI; cleanest wedge-fit in the portfolio.

Why this deal is real

Therma is Blackstone-owned (Legence platform) = PE-driven margin/ops focus = receptive to AI productivity pitch with ROI math. Bay Area semi + data-center portfolio aligns perfectly to DKube wedge. $435M rev, 1,500 employees.

Pilot scope (draft)

Next step

Fisher first-touch referencing Legence's operating thesis + semi/data-center track record. CFO path blocked (Nicki P. email unavailable in Apollo) — use Kaeko Shirasu-Bailey (VP Fin) as finance entry.

Risks

Legence corp may mandate platform-wide tech decisions — validate Therma buying authority before investing cycles.

Activity log

  • 2026-04-21 · stage changed: engaged → aware (via dashboard)
  • 2026-04-21 · stage changed: aware → engaged (via dashboard)