The Heart of Liquid Cooling, Inside the CDU and Where the Market Is Going

From $3.6B to $33.4B With 2.6MW CDUs: The Four Modules, Three Routes and Six Trends Defining Liquid Cooling's Heart

The CDU is the control hub between primary cold source and secondary IT equipment, running plate heat exchange with hydraulic isolation and leak detection with N+1 redundancy. Dongwu Securities puts the global CDU market at about $3.6 billion in 2026 and $33.4 billion by 2030, with the domestic market past RMB 9.2 billion in 2025; Envicool leads cold-plate delivery at 30-40% as the only domestic NVIDIA NPN Tier 1 vendor, and Shenling holds over 50% of Huawei Ascend CDU supply. Trends run to 2.6MW and 3MW CDUs toward a 5MW target, maglev pumps with 15-22% higher efficiency, and AI control narrowing chip spread to ±0.2°C. EXTRCOOL provides one-stop liquid cooling solutions.

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Area 51, NV, USA

EXTRCOOL INDUSTRY LIMITED

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Cooling the AI Boom, Liquid Cooling Routes and the Vendors Racing In

Six Components, Two Routes and Eight Vendors Scaling: Who Holds Certification, Yield and Capacity for the Next Round

The AI liquid cooling system rests on six components: CDU, cold plate, rack, fan wall, manifold and quick connector, with liquid-to-liquid on GB200 NVL72 and NVL36 enabling retrofit deployment. Tier 1 vendors are scaling fast: Kaori's May revenue rose 42.2% year on year, Auras guides liquid cooling from 12% of revenue in 2024 to 40-45%, AVC builds three Vietnam plants fo...

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The Hidden Bottleneck, Why Liquid Cooling Piping Must Leave the Site

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Liquid cooling projects scaling from dozens of racks to hundreds or thousands share one conclusion: the core bottleneck is not the CDU or cold plate but the secondary-side piping. Site fabrication breaks once projects scale and run in parallel, so piping is moving from on-site cutting, welding and cleaning to factory prefabrication with full-process inspection and digita...

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The Manifold, the Blood Vessel Trunk That Feeds Every Server

Supply and Return as One Loop: The Four Jobs—Distribution, Collection, Isolation, Venting—That Feed Every Server

The manifold sits at the rack rear between the CDU and the server cold plates. The CDU handles total flow; the manifold splits coolant evenly to every cold plate layer, gathers it after heat absorption and returns it to the CDU, closing the loop. Its jobs: even distribution preventing bias flow and GPU hot spots, collection back to the CDU for re-cooling, per-branch ball...

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