Liquid cooling technology ushered in a new era for data centers

1️ ️ the popularization of liquid cooling technology accelerates:

The market size of liquid-cooled data centers will reach 48 billion yuan in 2025, with a year-on-year growth of 120%, accounting for 46% of newly built AI data centers

Shanghai has required that by 2025, the proportion of liquid-cooled cabinets in newly built intelligent computing centers should exceed 50%, and the PUE should be controlled below 1.25

Liquid cooling technology has reduced the average annual comprehensive operating cost of data centers by 46.7%, making it an inevitable choice under the "dual carbon" policy

2️ ️ the domestic computing power ecosystem is mature

Moore Threads released the MUSA 5.0 architecture at the same time, and its core computing library has an efficiency of over 98% on GEMM and FlashAttention

The domestic computing power industry chain has formed a complete layout from chips, servers to liquid cooling systems, and some technologies have reached international levels

In 2025, the scale of China's intelligent computing power will increase by 43% year-on-year, and it is expected to exceed 25EFLOPS in 2026

3️ ️ investment boom continues:

Global investment in data centers will reach a record high in 2025, with investment in North America alone exceeding 75 billion US dollars

LS Electric of South Korea announced that its orders for data centers have exceeded 1 trillion won (about 750 million US dollars), mainly from AI giants in North America

Orders for domestic liquid cooling industry chain enterprises have soared. A certain manufacturer has received a 1 billion yuan order for liquid cooling equipment from Tencent, with the delivery period covering 2026-2027