#Industry News
When Rack Power Approaches 500kW, Air Cooling Hits Its Ceiling
14% to 53% Penetration in Two Years: Why the CDU at 30-40% of System Value Becomes the Yardstick
With AI chips surpassing 2,000W in 2026 and single-rack power approaching 500kW, air cooling has hit its ceiling, and TrendForce data shows global AI data center liquid cooling penetration climbing from 14% in 2024 to 33% in 2025 and an expected 53% in 2026. The CDU is the system's most valuable device at 30-40% of total value. Envicool, the first mainland vendor with NVIDIA NPN Tier1 certification, delivered 2026 H1 revenue of RMB 3.017 billion; Shenling, Huawei Ascend's core supplier for 15 years, saw orders up about 72%; Goaland covers cold-plate, immersion and containerized routes with a Huizhou base coming online in Q3 2026. Immersion becomes irreplaceable above 500kW per rack. EXTRCOOL provides one-stop liquid cooling solutions.