Google Seeks Envicool’s Fifth-Gen Liquid Cooling Systems as Market Tops $17B by 2026
Alphabet’s Google procurement team visited China to negotiate purchases of Envicool’s fifth-generation liquid cooling systems for AI data centers. The global market for liquid cooling is projected to climb from $8.9 billion last year to over $17 billion in 2026, while Envicool, valued at 98 billion yuan, saw 40% revenue growth.
1. Procurement Talks in China
Google’s Taiwan procurement team visited China to negotiate purchases of liquid cooling equipment, including fifth-generation coolant distribution units from Envicool and other Chinese firms, to support high-density AI data centers.
2. Market Dynamics
The global AI server liquid cooling market is projected to expand from $8.9 billion last year to more than $17 billion in 2026, driven by demand from Nvidia and cloud providers deploying custom AI chips.
3. Envicool’s Growth and Capacity Expansion
Envicool, valued at 98 billion yuan with 40% revenue growth in the first nine months, is planning to expand manufacturing capacity in Guangdong province and build out facilities in Thailand and the United States.
4. Role of Chinese Suppliers
Chinese liquid cooling vendors have gained market share by scaling production to meet strong domestic demand and lowering costs, with leading players including Lingyi iTech, Feilong Auto Components and Lenovo.