AI computing power explosion drives the liquid-cooled track, and enterprises are flocking to enter the liquid-cooled track.

Since the beginning of this year, the demand for AI computing power has shown explosive growth, opening up incremental space for the related industry chain. The higher the computing power requirements, the higher the requirements for the heat dissipation ability of a large number of chips in data centers, making the liquid cooling industry a "hot track" that enterprises are eager to lay out. A journalist's visit to companies in the liquid cooling industry chain found that due to the surge in demand, many production companies are operating at full capacity and continuously expanding their production capacity. The head of a cooling liquid production company told the reporter that immersion cooling liquid technology had long been monopolized by foreign countries. Currently, their self-developed high-performance cooling liquid specifically for large data centers has achieved mass production, with a price only one-fourth of imported products, and is favored by downstream customers. At present, China's liquid cooling industry chain is self-controllable, cost-effective, and faster in delivery. Additionally, China has the world's largest internet application market and rich AI deployment scenarios, allowing the country to accumulate rich experience in the research and development of liquid cooling technology for deployment in super-large-scale clusters.