Global cloud data centers rapidly adopt liquid cooling as the standard for AI server cooling, driving supply chain growth.

Key Highlights

• Major cloud providers aggressively expand AI data centers with increased infrastructure investment.
• Liquid cooling systems become standard, with widespread deployments in North America and Asia.
• NVIDIA partners with cloud providers to accelerate liquid cooling adoption significantly.
• Taiwanese suppliers actively enter key liquid cooling components market amid rising competition.
• Growing AI server power density demands integrated and localized liquid cooling supply chains.
• The industry shifts toward liquid cooling as the core thermal management solution for future data centers.

Table of Contents

1. Introduction
2. Demand for High-Power Server Systems Rises on Back of Increasing AI Computing Power, Thereby Accelerating Liquid Cooling Adoption with GB200/300 NVL72
   • Blackwell Series Is Projected to Represent Nearly All of NVIDIA's High-End GPU Shipments in 2025
3. As More Data Centers Are Being Built Rapidly Worldwide, Liquid Cooling to Become Future Infrastructure Standard
   • US-Based CSPs Continue Expand Data Centers Worldwide
4. Continuously Ascending Penetration Rate of Liquid-Cooling to Expedite Expansions of Cooling Supply Chain and Aggravate Competitions
   • Major Liquid-Cooling Components and Corresponding Suppliers
5. Penetration Rate of AI Chips to Climb in 2025 alongside Ramped Up Shipment of NVIDIA's GB200 NVL72 Racks
   • Penetration of Liquid Cooling Technology in AI Chips to Experience Continuous Growth

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