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As AI hardware pushes up data-centre power use, cooling has become a bigger prize for manufacturers. A new analysis looks at how Chinese suppliers are trying to enter the global market for liquid-cooling parts.
Why it mattersThe piece singles out cold plates, coolant distribution units and quick connectors, and points to cross-sector expertise and faster joint development as routes into the supply chain. That is a useful view of the infrastructure behind AI’s growth, where the less glamorous kit still has to keep the servers cool. It is an analysis of a fast-moving market, not evidence that particular suppliers have won major contracts. The next question is whether speed and manufacturing experience can translate into trusted, large-scale supply.
Discuss: Should data-centre operators prioritise established suppliers for cooling hardware, or take a chance on newer entrants that may be able to deliver faster?
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