Liquid Cooling & Thermal: AI Supply Chain Stocks & Analysis
+11.78%Liquid cooling and thermal management have gone from a niche option to close to a requirement as AI accelerator power draw has climbed past what air cooling can practically dissipate at rack scale. Retrofitting older data centres for liquid cooling is a real bottleneck on how quickly existing facilities can be upgraded for the newest chips, which has made this segment a direct beneficiary of each new, hotter-running accelerator generation.