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2026-04-06 22:36:52
[AI Computing Power Explosion Drives Liquid Cooling Sector, Attracting Many Companies to Enter] This year, the demand for AI computing power has exploded, opening up new growth opportunities for related industry chains. Higher computing power requirements place greater demands on the heat dissipation capabilities of numerous chips in data centers, making the liquid cooling industry a "hot track" for companies to enter. A reporter's visit to upstream and downstream companies in the liquid cooling industry chain revealed that many manufacturers are operating at full capacity and continuously expanding their production capacity due to surging demand. The head of a coolant manufacturer told the reporter that immersion coolant technology was long monopolized by foreign companies. Currently, their independently developed high-performance coolant for big data centers has achieved mass production, priced at only a quarter of imported products, and is favored by downstream customers. Currently, my country's liquid cooling industry chain is self-reliant and controllable, possessing cost advantages and faster delivery speeds. Furthermore, my country boasts the world's largest internet application market and abundant AI application scenarios, allowing my country's liquid cooling technology research and development to accumulate rich experience in ultra-large-scale cluster deployments. (CCTV Finance)
