Credit Suisse reports 2026 to be turning point for liquid cooling orders
According to 36Kr, a CITIC Securities report says AI computing power has formally entered a fully liquid-cooled era, upgrading liquid cooling from an optional configuration to rigid infrastructure. It notes platforms led by NVIDIA Rubin, Google TPU v7/v8, AMD Helios, and ByteDance AI Rack 3.0 are shifting to 100% liquid cooling with zero-fan architectures, and 2026 is expected to be a turning point for liquid cooling supply-chain orders and earnings realization.
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