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#Industry News

Global Liquid Cooling Supply Chain Restructuring Chinese Vendors Accelerate Global Breakthrough in AI Data Center Cooling

10,000 CDUs, 30% Coverage: How Google's TPU Surge Hands Chinese Vendors the Supply Chain

Google's June 2026 TPU cluster deployment is restructuring the global liquid cooling supply chain. Taiwanese and Japanese suppliers face severe capacity shortages: Google's project needs around 10,000 CDUs, yet Delta, CoolIT and Nikkiso cover only 30%, with new capacity taking six to eight months. Chinese vendors capture spillover orders: Invic's Thailand plant ships 300-400 custom CDUs monthly, supporting 1.4-2.0MW racks with N+1 redundancy; Gaolan holds dual TPU v7 and GB300 certifications. Google raised Chinese supply share above 30%, with overseas orders contributing over half of core vendors' revenue. EXTRCOOL provides one-stop full liquid cooling solutions.

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  • Area 51, NV, USA
  • EXTRCOOL INDUSTRY LIMITED