The explosion of AI computing power drives the liquid cooling track, with companies flocking to enter the liquid cooling sector.

Mars Finance news, April 6: Since the beginning of this year, demand for AI computing power has shown explosive growth, opening up incremental space for related industry chains. The higher the computing power requirements, the higher the heat-dissipation capabilities that data centers must have for large quantities of chips, which has made the liquid cooling industry a “hot track” that companies are rushing to develop. During visits to companies across the liquid cooling industry chain, from upstream to downstream, it was found that amid a surge in demand, several manufacturers are operating at full capacity and continuously expanding production capacity. A person in charge at a coolant manufacturing company said that immersion cooling liquid technology had long been monopolized by overseas players. Currently, their independently developed high-performance cooling liquid dedicated to big data centers has entered mass production, with a price only one quarter of imported products, and it has been favored by downstream customers. At present, China’s liquid cooling industry chain is independently controllable, with cost advantages and faster delivery times. At the same time, China has the world’s largest internet application market and abundant AI deployment scenarios, enabling China’s liquid cooling technology research and development to accumulate rich experience through deployment in ultra-large-scale clusters. (CCTV Finance)