Cooling Manifold Becomes Core Bottleneck of Next-Gen AI Liquid Cooling Infrastructure

2000W Chips, 240kW Racks, USD 2.29B Market: Why Manifolds Are the New AI Supply Chain Battleground

At GTC 2026, NVIDIA's Jensen Huang declared the AI industry's large-scale production era, with single-chip power exceeding 2000W and air cooling phased out. The global manifold market is projected to reach USD 2.29 billion by 2030. Vera Rubin NVL72 racks exceed 240kW, with manifolds accounting for over 20% of liquid cooling hardware costs. NVIDIA's AVL/RVL dual certification creates an eight-supplier closed loop, where six mainland Chinese manufacturers hold 70% of global capacity. Readore—the only mainland supplier with dual certification—targets million-level annual capacity in 2026, while each Rubin rack requires 200-300 UQD/MQD connectors. EXTRCOOL provides one-stop full liquid cooling solutions.

More information

Details

Area 51, NV, USA

EXTRCOOL INDUSTRY LIMITED

Associated Trend items

Cooling the AI Boom, Liquid Cooling Routes and the Vendors Racing In

Six Components, Two Routes and Eight Vendors Scaling: Who Holds Certification, Yield and Capacity for the Next Round

The AI liquid cooling system rests on six components: CDU, cold plate, rack, fan wall, manifold and quick connector, with liquid-to-liquid on GB200 NVL72 and NVL36 enabling retrofit deployment. Tier 1 vendors are scaling fast: Kaori's May revenue rose 42.2% year on year, Auras guides liquid cooling from 12% of revenue in 2024 to 40-45%, AVC builds three Vietnam plants fo...

More information

The Heart of Liquid Cooling, Inside the CDU and Where the Market Is Going

From $3.6B to $33.4B With 2.6MW CDUs: The Four Modules, Three Routes and Six Trends Defining Liquid Cooling's Heart

The CDU is the control hub between primary cold source and secondary IT equipment, running plate heat exchange with hydraulic isolation and leak detection with N+1 redundancy. Dongwu Securities puts the global CDU market at about $3.6 billion in 2026 and $33.4 billion by 2030, with the domestic market past RMB 9.2 billion in 2025; Envicool leads cold-plate delivery at 30...

More information

The Manifold, the Blood Vessel Trunk That Feeds Every Server

Supply and Return as One Loop: The Four Jobs—Distribution, Collection, Isolation, Venting—That Feed Every Server

The manifold sits at the rack rear between the CDU and the server cold plates. The CDU handles total flow; the manifold splits coolant evenly to every cold plate layer, gathers it after heat absorption and returns it to the CDU, closing the loop. Its jobs: even distribution preventing bias flow and GPU hot spots, collection back to the CDU for re-cooling, per-branch ball...

More information

Products associated

multi-channel manifold

multi-port manifold

Compare

Remove all

Compare up to 10 products