Originally posted on Kisaco Research.
Where is the liquid cooling market today? What research is making you excited, and what is keeping you up at night?
The liquid cooling market is in a state of transformation. With AI models scaling exponentially and rack power levels approaching 1MW, direct-to-chip cooling is quickly becoming a baseline requirement, not an edge case. We’re energized by advancements in high-temperature liquid cooling, single-phase systems that eliminate water usage.
What keeps us up at night is the power bottleneck. Many data centers are running into the physical limits of air cooling just as their power budgets tighten. We’re seeing GPUs throttled not because of compute limitations, but because there isn’t enough power, and worse, too much of it is wasted on inefficient cooling. The urgency to improve system-wide efficiency and reclaim stranded power is driving everything we do.
There is a growing demand for comprehensive liquid cooling providers who offer more than just cold plates. Organizations require integrate solutions that encompass the entire cooling ecosystem, enabling them to meet the intensifying power demands of modern computing seamlessly. This shift represents an exciting opportunity for us to lead the way in delivering cohesive, effective cooling strategies that address both current challenges and future needs.
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