Liquid-cooled server concept fluctuates and surges, Kehua Data hits the daily limit

Mars Finance News: On May 7, the liquid-cooled server concept surged and rallied, with Kuaishou Data hitting the daily limit up, and Shenling Environment, Tongyuan Environment, Tongxing Technology, and Gualan Shares all rising over 10%. According to reports, institutions point out that cooling has become the core bottleneck restricting computing power release, and liquid cooling has become a necessary option. Google has raised its 2026 TPU chip shipment target by 50% to 6 million units, with each chip consuming 980W, requiring 100% liquid cooling. Nvidia’s upcoming Rubin chip, based on the Kyber architecture, is expected to have a VR300 power consumption of 3,600W. (Kebao Broadcast)

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