Orders are scheduled for 2027, revenue growth is over 400%, and production capacity can't keep up with delivery... This is not a story about a major internet company, but 2026 for the liquid cooling industry. Driven by a sharp increase in AI computing power demand, liquid cooling is undergoing a transition from a “supporting role” to an “infrastructure” status. The volume of upstream and downstream orders in the industrial chain, the expansion of production, and the influx of new players — this “cold” business fueled by the demand for intelligent computing is becoming more “hot” than ever before. However, many interviewees also said that currently there are many players and fierce competition in the liquid cooling industry, there are still differences in technology routes, and manufacturing processes continue to be iteratively upgraded. In this competition, only companies that have entered the core supply chain of domestic and foreign giants, mastered core processes, and can maintain continuous iteration capabilities can truly cross the cycle and enjoy the dividends.

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