AI Computing Power Drives Data Center Cooling Demand Explosion, Listed Companies Intensify Liquid Cooling Track Deployment

People’s Financial News, March 19 — The exponential growth in AI computing power demand is driving a surge in cooling requirements, with liquid cooling becoming a hot track in thermal management. Against this backdrop, reporters have observed that the domestic liquid cooling industry is showing dual characteristics of accelerated mergers and acquisitions, as well as hot fundraising through private placements by listed companies. Industry forecasts suggest that as computing power continues to expand and data center construction accelerates, liquid cooling technology has shifted from an “optional configuration” to a “mandatory standard,” and the market is about to enter an unprecedented opportunity period. Ding Zhenyu, senior investment advisor at Jufeng Investment Consulting, told reporters that the outlook for the liquid cooling track is very certain, belonging to a high-growth, highly certain sector. “Currently, the market has already crossed the early adoption phase and is at the beginning of a scale explosion. Leading clients are starting to implement in batches, and orders and performance will gradually materialize. The next two to three years will be a rapid growth phase.” (Securities Daily)