#Industry News
Global Liquid Cooling Industry Overview for AI Data Centers Market Landscape Core Components and Supply Chain Insights
40% Penetration by 2026, 76.4% Top-Five Share: The Market Map Behind AI Liquid Cooling's Mandatory Era
The global liquid cooling industry has shifted from optional upgrade to mandatory AI computing infrastructure, with global data center liquid cooling penetration projected to hit 40% in 2026 and high-power training servers exceeding 70%, as top five Chinese vendors hold a combined 76.4% market share. Four core modules—cold plates, CDU, UQD quick connectors and manifolds—dominate over 90% of NVIDIA GB300 rack value, with cold plates demanding thermal resistance below 0.05℃/W across precision etching, vacuum brazing and diffusion welding processes. Upstream innovations in CVD single-crystal diamond, advanced TIM materials, PEEK plastics and automated assembly lines drive the chain, where profit margins remain highest in advanced materials and core components. EXTRCOOL provides one-stop liquid cooling solutions.