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Moment

China Buys Liquid Cooling by the Rack Now

2026年11月12日 1 分钟阅读

Revenue more than doubled as the unit of purchase shifted from the server to the rack.

IDC reported on 11 November 2026 that vendor revenue in China’s liquid-cooling server market grew 153.1% in the first half of 2026, with shipment volume forecast to compound at nearly 49% over five years. Internet companies account for 65.6% of purchases and cold-plate designs for about 90.2% of the technology mix. The more telling number is delivery format: rack-level delivery has reached 47.4% in North America against just 5.0% in China. The report attributes part of that gap to tightening availability of high-end accelerators rather than efficiency alone, which explains why domestic supernode architecture has become such a prominent talking point. China’s overall server market is forecast to grow shipments at about 6.8% a year but revenue at 24.6%.

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