Liquid Cooling's Billions, a Track Moving From Optional to Required

273% Growth, 2.7 Billion Contracts and Orders Into 2027: The Boom, the Margin Squeeze and the Import Barrier in One Frame

Single GPUs have passed 1000 watts and air cooling is near its physical limit, pushing liquid cooling into the spotlight of compute infrastructure: CICC expects the 2026 global AI liquid cooling market to exceed 114.7 billion yuan at 273% growth, CCID puts the 2025 China market at 15.98 billion yuan up 45.2%, and orders queue to 2027 with single contracts of 2.7 billion. Cold plate leads at 93.5% of volume while immersion reaches PUE as low as 1.03, and a 10-megawatt load saves over 34 million yuan of electricity a year. Envicool gross margin compresses from 32% to 25%, and imports plus a 2027 standard on interchangeable connectors sit behind the boom. EXTRCOOL provides one-stop liquid cooling solutions.

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Area 51, NV, USA

EXTRCOOL INDUSTRY LIMITED

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