AI computing power drives the outbreak of cooling demand, and listed companies are intensively deploying liquid cooling tracks.

The exponential growth of AI computing power demand is driving a surge in cooling requirements, making liquid cooling a highly prosperous track in the field of thermal management. Against this backdrop, the reporter has noticed that the domestic liquid cooling industry is showing a dual characteristic of accelerated mergers and acquisitions and hot fundraising through private placements by listed companies. The industry predicts that as computing power continues to increase rapidly and data center construction accelerates, liquid cooling technology has changed from being an "optional configuration" to a "mandatory standard configuration," and the market is about to enter an unprecedented period of opportunity. Ding Zhenyu, a senior investment advisor at Jufeng Investment Advisory, told the reporter that the prospects for the liquid cooling sector are very certain and belong to the high prosperity, high certainty direction. "Currently, the market has crossed the early adoption phase and is at the beginning of a scale explosion, with top customers starting to land in bulk, orders and performance will gradually materialize, and the next two to three years will be a period of rapid growth."