China moves deeper into liquid cooling as AI data centres push their thermal limits
Chinese manufacturers are moving aggressively into liquid-cooling technologies as hyperscalers expand data-centre infrastructure
China’s supply chain is stepping up investments in liquid cooling technology as the global AI build-out pushes data centre power densities to levels that air cooling can no longer efficiently handle.
Dozens of Chinese listed companies have in recent months announced plans to expand into, or ramp up, liquid-cooling systems as demand surges for technology that uses circulating fluids to keep racks of AI chips from overheating.
Among them are HVAC specialist Sanhua Intelligent Controls, electronics manufacturer Lansi Technology, power-systems maker Kehua Data, as well as thermal-solutions providers Shenzhen FRD and Goaland Energy Conservation.
“We’re actively expanding into the liquid-cooled server business and continuing to advance related partnerships,” Sanhua, a key Tesla supplier, said on Thursday on an investor platform, adding that its thermal management components can be deployed in liquid-cooling applications.
One of the most closely watched players in the sector is Shenzhen-based Envicool, a precision cooling specialist whose customers include Nvidia, Intel and domestic hyperscale cloud operators such as Alibaba and Tencent.
Its Shenzhen-listed shares have more than tripled over the past year, closing at 113.14 yuan on Friday.