Soaring Liquid Cooling Value Redefines AI Infrastructure Under NVIDIA Rubin Platform Upgrade

$51,000 to $158,000 Per Rack: The 210% Value Surge Making Liquid Cooling a Core AI Asset

Bernstein's Rubin platform analysis highlights a dramatic surge in rack-level thermal system value: liquid cooling value per rack jumps from $51,000 on GB200 to $158,000 on Rubin—a 210% increase of 3.1 times. Air cooling handles only 30-50kW per rack, while new-generation AI racks exceed 100kW and reach 250kW on Rubin, making liquid cooling mandatory. Rubin-era cooling extends beyond GPUs to CPUs, switches, optical modules, HBM, SSDs and power modules for full-server thermal management. After GPU growth in 2023, optical modules in 2024 and power equipment in 2025, 2026 releases liquid cooling demand. EXTRCOOL provides one-stop full liquid cooling solutions.

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Area 51, NV, USA

EXTRCOOL INDUSTRY LIMITED

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The CDU, the Heart and Brain Liquid Cooling Cannot Do Without

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