#Industry News
Official Industry Analysis Liquid Cooling Becomes Mandatory Thermal Solution for AI Compute Clusters
Rubin Mass Production and 2028 Retrofit Deadlines: The Two Timelines Behind Liquid Cooling's Certainty
Official industry analysis concludes liquid cooling is a mandatory thermal solution for AI compute clusters as NVIDIA's Rubin platform enters full liquid cooling mass production in Q3, with 2300W single-chip and 140kW rack power far beyond air cooling's 30kW limit, while mandatory PUE policies require legacy air-cooled rooms to complete transformation before 2028. Liquid cooling delivers 25 times higher heat dissipation efficiency, with NVIDIA, Google and Meta fully adopting it. The industry shows phased growth: short-term Rubin orders drive upstream performance, medium-term penetration exceeds 40% with the domestic market breaking 130 billion RMB, and long-term consumable replacement sustains growth. EXTRCOOL provides one-stop liquid cooling solutions.