Google Courts China’s Envicool for AI Data‑Center Liquid Cooling Gear
The outreach reflects tightening supply for thermal gear driven by the shift to liquid cooling for high‑power AI chips.
Overview
- A Taiwan-based Google procurement team visited China this month to meet liquid‑cooling suppliers and held talks with Shenzhen‑based Envicool, according to Reuters and other reports.
- Envicool showcased a coolant distribution unit built to Google’s specifications at a recent industry event, with discussions referencing fifth‑generation CDUs.
- Goldman Sachs reported Envicool expects liquid‑cooling revenue to increase sequentially through this year, with potential Google orders in the pipeline.
- JPMorgan forecasts the AI server liquid‑cooling market to more than double from $8.9 billion in 2025 to over $17 billion in 2026 as deployments accelerate.
- Cooling systems are largely outside current U.S. chip export restrictions, enabling overseas sourcing while suppliers expand capacity in Guangdong, Thailand, and the United States.