Liquid Cooling: The Most Deterministic "Water Seller" in the AI Compute Arms Race

400W to 2000W+ Chips and 15% to 45% Penetration: Why Liquid Cooling Is the Only Certain Winner

Liquid cooling is the most deterministic water seller of the AI compute arms race, the only certain beneficiary as chip power rises 50-100% per generation from A100's 400W to Rubin's expected 2000W+—far beyond air cooling's approximate 800W single-chip limit—with penetration surging from 15% in 2024 to over 45% expected in 2026. Cold plate liquid cooling holds about 80% market share through 2027, with CDUs accounting for 25-30% of system value, cold plate assemblies 15-20% and pumps 8-12%. Assuming 50GW of new domestic AI compute in 2026, a 35% to 45% penetration increase equals 5GW and an incremental market of approximately 15-25 billion RMB. EXTRCOOL provides one-stop liquid cooling solutions.

More information

Details

Area 51, NV, USA

EXTRCOOL INDUSTRY LIMITED

Associated Trend items

The CDU, the Heart and Brain Liquid Cooling Cannot Do Without

Silent When Healthy, Fatal When Failing: The Five Selection Questions That Decide Whether the CDU Holds the Loop Together

The CDU plays the role the heart plays: it produces no cold, but without it the coolant never moves. Its heart role pumps and distributes via the manifold, while its brain role senses and controls. Selection answers five questions: total flow above all cold plate minimums, head above maximum loop resistance, exchanger capacity above peak load with fouling margin, redunda...

More information

The Manifold That Decides Where the Coolant Goes

From CDU to Cold Plate and Back: How the Manifold's Flow Distribution, Not Total Flow, Decides Precision Cooling

Rising AI GPU power is moving liquid cooling from whether it can cool to cooling precisely, and the manifold decides whether coolant reaches every position as it should. It distributes coolant through main channels to parallel branches and collects the heated return, following CDU to supply manifold to cold plate to return manifold to CDU. Poor design lets near-end branc...

More information

How a Liquid Cooling Manifold Gets Made, from Material to Final Acceptance

316L to Helium Testing: The Four Links—Material, Machining, Cleanliness and Verification—That Decide Manifold Quality

Manifold manufacturing starts with material, and 316L is the safer default, with coolant compatibility outweighing thermal conductivity. CNC machining forms main channels, branches and interface holes, where holding channel positions matters more than drilling; one-piece machining avoids weld deformation, while tube and plate assemblies add laser, TIG or brazing. Deburri...

More information

Products associated

water cooling system

Compare

Remove all

Compare up to 10 products