The Complete Liquid Cooling Supply Chain: From CDU Components to System Integration

$90/kW Cold Plates to $700/kW Integration: The Value Map of the AI Liquid Cooling Supply Chain

The complete liquid cooling supply chain structures value across four segments: CDU internals led by pumps from Feilong Shares and Dayuan Pump Industry; server-side cold plates at about $90/kW with Boway Alloy passing NVIDIA Rubin verification; quick connectors at $120/kW with Envicool entering the NVQD whitelist; and manifolds at about $35/kW where Lingyi iTech strengthens through Liminda. The CDU accounts for 30-50% of server-side liquid cooling at about $248/kW. As Rubin platforms push rack power beyond 220kW, platform certification and full-process in-house production become the key competitive moat. EXTRCOOL provides one-stop 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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