#Industry News
AI Liquid Cooling Becomes Mandatory Infrastructure Industry Status and Outlook
Fan-Free Rubin, 130kW Cabinets, Diamond Materials: Why Liquid Cooling Is Now a Factory Standard
AI liquid cooling has become mandatory infrastructure as NVIDIA's Rubin platform—100% full liquid cooling with fan-free design—marks an industry inflection point, while GB300 chips reach 1400W and cabinets exceed 130kW, far beyond air cooling's 30-40kW limit. Cold-plate and immersion routes dominate, with manifold flow distribution ensuring balanced cabinet heat dissipation. The supply chain shows hierarchical differentiation: downstream integration and midstream cold plates enjoy sufficient capacity and full pricing, while upstream advanced thermal materials offer the highest elasticity—diamond materials with five times copper's thermal conductivity achieving domestic mass-production breakthroughs. EXTRCOOL provides one-stop liquid cooling solutions.