The era of liquid cooling begins: Looking at the future trillion-yuan liquid cooling industry from GTC

SnapshotLaborer · 2026-03-27T13:16:03+00:00

With the GTC conference confirming Rubin platform's 100% liquid cooling solution, liquid cooling technology has become the standard configuration for AI computing infrastructure, driving technological upgrades and market growth in the global liquid cooling industry. It is expected that by 2026, the AI server liquid cooling system market will nearly double, surpassing $17 billion. Chinese manufacturers have made breakthroughs in core technologies and are expected to join the top global supply chains.

SnapshotLaborer

2026-03-27 13:16:03

Abstract generation in progress

With the confirmation of the 100% liquid cooling solution for the Rubin platform at the GTC conference, liquid cooling has completely upgraded from an “optional solution” to a “mandatory standard” for AI computing infrastructure. The global liquid cooling industry is entering a super boom cycle driven by three forces: a generational leap in technology (air cooling → liquid cooling), a reshaping of the supply chain landscape (closed → open), and a second growth curve (increased ASIC production).

It is expected that by 2026, the global AI server liquid cooling system market size will nearly double year-on-year, exceeding $17 billion. Chinese manufacturers, with their technological breakthroughs in core components such as micro-channel cold plates, high-density CDUs, and quick connectors, are迎来 a historic golden window to enter the top global supply chains (NVIDIA, Google, etc.).

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