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Driven by explosive AI computing demand and dual-carbon strategies, liquid cooling has evolved from an optional solution to a mandatory standard for modern data centers. As the core hub of liquid cooling systems, the Cooling Distribution Unit (CDU) undertakes critical functions including flow distribution, temperature regulation and pressure balance. Its technological advancement directly determines data center PUE performance and operational reliability. This article deeply analyzes the global CDU industrial landscape and the technical strengths & market layout of top-tier suppliers worldwide.

NVIDIA’s new Rubin platform officially mandates full liquid cooling as the standard for next-gen AI data centers. Three core rules — fan-free racks, 45℃ warm-water cooling and rigid metal pipelines — fully upgrade AIDC thermal systems. This standard raises new requirements for cold plates, connectors and CDUs, triggering explosive upstream orders, while optical module liquid cooling brings new incremental growth to the industry.

A complete cold room refrigeration unit consists of core refrigeration components and supporting control systems, forming a closed-phase change heat transfer loop. It realizes stable temperature control and low-temperature storage for cold rooms, and is widely applicable to food preservation, industrial refrigeration and commercial cold storage scenarios.

Cold rooms are professional low-temperature storage facilities equipped with artificial refrigeration systems for perishable product preservation. Originating from ancient ice cellars, China’s modern cold storage industry started in 1955 and has achieved standardized, full-link cold chain coverage for product processing, storage and transportation.

Cold rooms are professional low-temperature storage facilities that regulate indoor temperature via artificial refrigeration. They support cooling, freezing and long-term preservation of perishable goods, widely applied in food cold chain, pharmaceutical, chemical and industrial fields.

With rapid monthly iteration of AI large models, modern GPU power consumption easily exceeds 500W and even 1000W. Data centers are facing a core shift from insufficient computing power to insufficient heat dissipation capacity. Traditional air cooling fails to support rack power density above 20kW, making liquid cooling an indispensable solution for high-density AI computing scenarios. As the core power component of liquid cooling systems, the liquid cooling circulation pump determines the stable operation of entire data center heat dissipation.

Yinlun is currently the most undervalued core leader in the AI liquid cooling sector, featuring the best fundamental certainty and the highest performance elasticity. Leveraging 40 years of core plate heat exchanger technology in vehicle thermal management, the company has seamlessly entered the high-barrier track of CDU liquid cooling heat exchanger for AI data centers. As the industry shifts from balanced supply and demand to a structural supply shortage, overseas giants face extremely slow capacity expansion, forming rigid industry supply constraints. Boasting world-class heat exchange performance comparable to Alfa Laval, independent core equipment manufacturing capability, global localized production capacity and ultra-fast line construction cycles, Yinlun stands as the exclusive domestic qualified supplier for leading North American G clients with highly certain large-order delivery in Q3. With its traditional automotive thermal management business providing steady revenue support, the company’s liquid cooling second growth curve is at an explosive inflection point, delivering clear long-term market value growth potential.

As AI chip heat density continues to surge, traditional air cooling can no longer meet high-power heat dissipation demands, making liquid cooling an essential infrastructure for modern computing centers. Among mainstream technical routes, cold-plate liquid cooling features low server transformation cost and mature commercial application, becoming the dominant industry solution. As a core Huawei supplier, Shenling Environment delivers integrated liquid cooling systems centered on high-performance server cabinet heat exchanger products, supporting stable heat dissipation for high-density AI computing cabinets.

Driven by the mass production of NVIDIA Vera Rubin (VR-200) platform, AI data centers have fully entered the full liquid cooling era. With single GPU power hitting 1800W–2300W and single rack density exceeding 200kW, liquid cooling has become a mandatory infrastructure rather than an optional upgrade. As the core fluid distribution hub, the server liquid cooling manifold determines the tightness and operational reliability of the entire liquid cooling system. DELIGHTEOS delivers a full-set precision welding solution for NVIDIA VR-series liquid cooling components, enabling high-precision and high-efficiency mass production.