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中文(ZH) 算力超节点带火液冷,浸没式液冷崭露头角

Liquid cooling adoption surges for AI supernodes, market to hit $114.7B in 2026

The demand for advanced computing power, particularly for AI supernodes, is driving a significant shift towards liquid cooling technologies. Major server manufacturers like Huawei, ZTE, and Inspur are upgrading their thermal management systems to liquid cooling, including both cold plate and immersion cooling methods. Industry analysts predict that 2026 will mark a substantial growth year for liquid cooling, with the global intelligent computing center market projected to reach 114.7 billion yuan, a 273% increase, and continued high growth expected in 2027. The increasing adoption and technological advancements in liquid cooling, especially immersion cooling as fluorinated liquid prices decrease, are poised for widespread engineering application and market expansion. AI

IMPACT Accelerates AI infrastructure build-out by enabling more efficient thermal management for high-density computing.

RANK_REASON Industry analysis projecting significant market growth and adoption of a key technology (liquid cooling) driven by AI infrastructure demands. [lever_c_demoted from significant: ic=1 ai=0.7]

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Liquid cooling adoption surges for AI supernodes, market to hit $114.7B in 2026

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Computing power supernodes drive liquid cooling, immersion liquid cooling emerges

    随着算力新基建超节点的涌现,其背后的液冷技术引发了行业新一轮关注。记者近日在2026世界人工智能大会(WAIC 2026)采访发现,华为、中兴通讯、新华三、浪潮等知名服务器厂商超节点的热管理系统已全线向液冷升级,其中包括主流的冷板液冷,还有方兴未艾的浸没式液冷。中金公司预测,随着新技术的亮相,2026年迎来液冷放量元年,全球智算中心液冷市场将达1147亿元,同比增长273%,2027年仍有望保持高增长。受访人士普遍认为,受高算力提振,液冷新技术正在不断升级,并落地应用。伴随着氟化液价格走低,浸没式液冷将迎来工程化阶段,市场景气度可期。(上证报)