#Industry News
Global Liquid Cooling Manifold Supply Chain Restructured for High Power NVIDIA GPU Deployment
Eight Certified Suppliers, One Million-Set Shortage: The Rubin-Era Manifold Capacity Race
NVIDIA's Rubin platform, with GPU power above 2000W, makes full liquid cooling mandatory and has restructured the global manifold supply chain around strict dual AVL and RVL certification, leaving only eight qualified manufacturers. Manifolds account for over 20% of rack liquid cooling cost, and 2026 will see a shortage exceeding one million sets amid mass Rubin rollout. Chinese manufacturers hold over 70% of output, led by Coolermaster's 800,000-set annual capacity with 0.001% leakage, while Readore is the only mainland China dual-certified supplier and Delta cuts rack power 10% as exclusive MGX supplier. EXTRCOOL provides one-stop liquid cooling solutions.