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 for GB300 and Rubin, Delta delivers up to 1,500kW per unit, and Cooler Master, first through NVIDIA validation, is the largest cold plate supplier in GB200 and GB300 systems with CDU as its main future line. EXTRCOOL provides one-stop liquid cooling solutions.

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Area 51, NV, USA

EXTRCOOL INDUSTRY LIMITED

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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

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