AI boom heats up demand for data center cooling tech

• Demand for liquid cooling is rising even faster than anticipated thanks to AI
• But supply of critical CDUs for cooling systems is lagging
• Rising capacity demands could change what kinds of cooling solutions are in demand in the coming years

The first AI-driven data centers are coming online by mid-year, and demand for high-performance liquid cooling is skyrocketing. But cooling vendors are struggling to keep pace as hyperscalers and enterprises race to upgrade their data…