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#Industry News

Full-Liquid-Cooled AI Racks Reshape the Secondary Loop

Component Value Up 37% to 66,300 Dollars, Penetration From 33% to 53%: Why the Value Chain Is Moving From UQD and Manifold Supply Toward CDU Integration

AI rack power rises from 5 or 10 kilowatts to 132 and 140 for GB300 NVL72 and Rubin removes fans, bringing network, power and optical modules into liquid cooling, and secondary loop rebuilt with more cold plates, blind-mate high-flow UQDs, manifold distribution and megawatt-class CDUs. Excluding the CDU, Vera Rubin cooling component value runs 37 percent above GB300 at 66,300 dollars against 48,300, and chip liquid cooling penetration moves from 33 percent in 2025 to 53 percent in 2026. Cold plates cover GPU, CPU, DIMM and optical modules, UQDs need larger flow and blind-mate sealing. EXTRCOOL provides one-stop liquid cooling solutions.

Details

  • Area 51, NV, USA
  • EXTRCOOL INDUSTRY LIMITED