Add to favorites

#Industry News

AI Data Center Liquid Cooling: Full-Chain Industry Analysis

$89B Revenue and 53% Penetration: The Full-Chain Economics From Cold Plates to Facility Heat Rejection

NVIDIA's 2026 Q3 data center revenue hit USD 89 billion with 117% year-on-year growth, and GB300 NVL72 racks supporting up to 142kW have made liquid cooling standard infrastructure rather than supercomputer customization, with TrendForce raising 2026 AI chip liquid cooling penetration to 53%. The global liquid cooling market grows from USD 8.2 billion in 2026 to USD 29.5 billion in 2033, while China expands from RMB 23.25 billion to RMB 47.04 billion in 2028. The industry shifts from discrete hardware sales to integrated thermal chains. Cold plate competition prioritizes large-scale consistent delivery, connectors demand zero leakage, and China's GB/T 48023-2026 standard takes effect in 2027 with new computing hubs enforcing PUE below 1.2. EXTRCOOL provides one-stop liquid cooling solutions.

Details

  • Area 51, NV, USA
  • EXTRCOOL INDUSTRY LIMITED