AI computing power drives explosion in cooling demand; listed companies intensively layout liquid cooling track

The exponential growth in AI computing power demand is driving a surge in cooling requirements, making liquid cooling a highly prosperous track in the thermal management sector. Against this backdrop, the reporter has noted that China’s liquid cooling industry is showing two concurrent features: accelerated consolidation through mergers and acquisitions and a heated rush by listed companies to raise funds through share placements. Industry insiders predict that as computing power continues to expand and data center construction speeds up, liquid cooling technology has shifted from an “optional configuration” to a “required standard configuration,” and the market is about to enter an unprecedented opportunity period. Ding Zhenyu, a senior investment advisor at Jufeng Investment Consulting, told the reporter that the outlook for the liquid cooling sector is very certain—it is a direction characterized by high prosperity and high certainty. “At present, the market has already moved beyond the early adoption period and is at the starting point of large-scale breakout. Leading customers have begun rolling out in batches, and orders and performance will be gradually realized. The next two to three years will be a period of rapid volume growth.” (Securities Daily)