#Industry News
The Whole Chain Is Racing Into the CDU, the Heart of Liquid Cooling
RMB 9B Placement and Seven-Spec Pumps on the Same Day: Why the Whole Chain Is Racing Into the CDU
On the same day Inspur disclosed a RMB 9 billion private placement with RMB 1.4 billion for a liquid-cooled native computing project, Jiangsu Leili revealed rack-mounted CDU canned pumps in mass production across seven power specs—two very different companies racing into the same link. The orders explain why: global CDU orders are booked into late 2026 and 2027, delivery cycles stretched from 8-12 to 26-40 weeks, and some 1MW-plus capacity is locked into 2029. NVIDIA's Rubin, the first 100% liquid-cooled, fanless platform, pushes single-GPU TDP to 2300W, up 64% from GB300's 1400W. The CDU holds about 25% of system value, with power climbing from 1.3MW to 2.3MW, and certification takes 12-16 months while sub-300kW units already face oversupply. EXTRCOOL provides one-stop liquid cooling solutions.