中金：预计2026年全球AI液冷市场规模有望达到86亿美元

Core Insights - The report from CICC indicates that the demand for computing power is increasing due to the iterative updates of AI large models and their application deployment [1] - Chip power consumption and computing power density are continuously rising, with liquid cooling accelerating its replacement of air cooling to become the mainstream solution due to its advantages in heat dissipation efficiency and deployment density [1] - The global AI liquid cooling market is expected to reach $8.6 billion by 2026, indicating a rapid increase in market size [1] - Cold plate liquid cooling is anticipated to be the first to achieve large-scale deployment [1]