CSC: AI computing power drives the upgrade of cooling architecture, and liquid cooling primary side equipment welcomes value reassessment

36Kr learned that the latest research report from CSC points out that the high density of AI computing power is driving data centers to shift from air cooling to liquid cooling. The liquid cooling architecture significantly raises the requirements for low temperature, stability, and controllability of the cooling source, transforming the primary side system from auxiliary support to core infrastructure. As the cooling systems of data centers upgrade towards medium temperature efficiency, large cooling capacity, and magnetic levitation centrifugal direction, the value, technical barriers, and industry concentration of chillers and compressors will rise simultaneously. Manufacturers of magnetic levitation centrifugal compressors with independent technology, as well as leading companies in chiller units with large cooling capacity that penetrate mainstream supply chains, will continue to benefit