歐洲資料中心冷卻：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031 年）

據 Mordor Intelligence 稱，歐洲資料中心冷卻市場預計到 2026 年價值將達到 101.6 億美元，高於 2025 年的 87.4 億美元，預計到 2031 年將達到 215.6 億美元。

預計 2026 年至 2031 年的複合年成長率為 16.23%。

本報告按資料中心類型（超大規模資料中心業者資料中心（自有和租賃）、企業級和邊緣資料中心、託管資料中心）、層級（Tier 1 和 Tier 2、Tier 3、Tier 4）、冷卻技術（風冷、液冷）、組件（服務、設備）和國家/地區進行細分。市場預測以美元 (USD) 為單位。

歐洲資料中心冷卻市場的趨勢與洞察

人工智慧主導的機架功率密度激增

人工智慧訓練叢集的機架負載正從 10-15 kW 增加到 40-60 kW，這種變化已無法滿足傳統電腦輔助冷凍空調機組 (CRAH) 的需求。 Vertiv 報告稱，受 GPU 密集型系統建設加速推進的推動，2024 年第三季液冷訂單年增 37%。 Sovereign AI 專案進一步加速了這一趨勢。波蘭 Beyond.pl 公司建立了一座新的“Sovereign AI 工廠”，採用微模組化液冷艙將國家級計算資源整合到一個安全的設施中。液冷系統的日益普及推高了銅的需求，進一步加劇了本已面臨前置作業時間過長的供應鏈的壓力。

歐盟綠色交易及相關能源效率法規

能源效率指令強制規定，所有裝置容量超過1兆瓦的設施必須回收餘熱，除非技術上不可行，從而促進了低能耗冷卻迴路的設計，並將其連接到城市供熱管網。 Retelit位於米蘭的Avalon 3中心已將2.5兆瓦的熱能用於區域供熱，每年減少3300噸二氧化碳排放。同時，逐步減少氟化氣體的使用正在加速向低全球暖化潛值冷媒和非冷媒液體技術的過渡。

維修液冷需要大量的資金投入。

將現有井道升級為直接進水管（DTC）迴路的成本可能超過每千瓦1000美元，迫使業者仔細考慮是新建設還是維修現有設施。泵浦、常壓裝置閥門和大容量冷卻器等組件的前置作業時間長達12至16個月，這延長了專案的投資回收期。此外，水處理專業人員的高薪導致熟練工人短缺，進而增加了營運成本（OPEX）。

細分市場分析

預計到2025年，超大規模資料中心業者資料中心將佔據歐洲資料中心冷卻市場46.78%的佔有率，年複合成長率達16.62%，凸顯了其對技術轉型的重要影響。它們雄厚的資本預算足以承擔浸沒式冷卻槽和後門式熱交換器等設備的高昂初始成本，加速了整個生態系統的學習曲線。雖然企業和邊緣站點的採用速度較慢，但模組化冷卻液分配系統的試點專案正在進行中，以支援特定區域的人工智慧推理。託管服務供應商則採取更穩健的方式，提供「液冷套件」來降低客戶系統遷移的風險，此舉也有助於提升業務收益。

國家主導的人工智慧監管進一步加速了超大規模資料中心業者的發展勢頭。微軟在歐洲的最新資料中心專門闢出一整個大廳用於液冷機架，實現了傳統風冷佈局無法企及的運算規模。託管服務提供者也紛紛回應，提供液冷即服務，並透過高密度使用費來彌補溢價。邊緣運算服務供應商面臨延遲要求的壓力，正在採用緊湊型介電液體冷卻艙，這表明規模化趨勢正在波及整個生態系統。

預計到2025年，Tier 3仍將是歐洲資料中心冷卻市場的主流選擇，佔64.92%的市場。這主要歸功於其在容錯性和成本之間的理想平衡。然而，隨著主權雲和受監管行業對可維護性的需求日益成長，Tier 4的面積正以17.05%的複合年成長率迅速擴張。 Tier 4設計通常採用雙冷卻迴路和N+N泵，樹立了新的可靠性標準。

三級業者正在採用選擇性液冷系統，例如為人工智慧設備配備後門熱交換器，以及為通用機架配備CRAH排，以創建可延長資產使用壽命的混合環境。一級/二級設施對於內容傳送和備份等特定用途仍然至關重要，其簡化的冷卻系統通常採用間接自然冷卻以最大限度地降低成本。標準化機構正在審查目前的等級定義是否充分考慮了液冷系統的冗餘性，並建議制定未來的設計標準。

其他好處：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章：引言

• 研究假設和市場定義
• 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

• 市場概覽
• 市場促進因素
  • 人工智慧主導的機架功率密度激增
  • 歐盟綠色交易及相關能源效率要求
  • FLAP-D走廊超大規模和託管設施的擴張
  • 北歐國家自然冷卻的氣候優勢
  • 區域供熱收入來自廢熱再利用
  • 採用微模組化液冷技術的自主人工智慧叢集
• 市場限制因素
  • 維修水冷系統需要大量資金投入。
  • 歐盟分階段減少氟氯化碳/冷媒的複雜性
  • 合格水處理技術人員短缺
  • 大都會圈電力供應短缺時，將暫時中止電網連接。
• 供應鏈分析
• 監理情勢
• 技術展望
• 波特五力分析
• 市場宏觀經濟因素的評估

第5章 市場規模與成長預測

• 依資料中心類型
  • 超大規模資料中心業者（自有和租賃）
  • 企業和邊緣運算
  • 搭配
• 層級特定
  • 一級和二級
  • 三級
  • 第四級
• 按類型分類的冷卻技術
  • 空氣冷卻
    • 冷卻器和節熱器（直接膨脹系統）
    • CRAH
    • 冷卻塔（包括直接冷卻、間接冷卻和兩級冷卻）
    • 其他
  • 液冷
    • 浸沒式冷卻
    • 直接冷卻至尖端
    • 後門熱交換器
• 按組件
  • 按服務
    • 諮詢和培訓
    • 實施與部署
    • 維護和支援
  • 透過裝置
• 國家
  • 英國
  • 德國
  • 荷蘭
  • 西班牙
  • 波蘭
  • 瑞士
  • 奧地利
  • 其他歐洲國家

第6章 競爭情勢

• 市場集中度
• 策略趨勢
• 市佔率分析
• 公司簡介
  • Vertiv Group Corp.
  • Stulz GmbH
  • Schneider Electric SE
  • Rittal GmbH and Co. KG
  • Asetek A/S
  • Alfa Laval AB
  • Iceotope Technologies Ltd.
  • Green Revolution Cooling Inc.
  • Chilldyne Inc.
  • Airedale International Air Conditioning Ltd.
  • Johnson Controls International plc
  • Daikin Europe NV
  • Munters Group AB
  • Submer Technologies SL
  • CoolIT Systems Inc.
  • Danfoss A/S
  • Parker Hannifin Corp.
  • Trane Technologies plc
  • Sensata Technologies Inc.
  • Asperitas BV

第7章 市場機會與未來展望

According to Mordor Intelligence, Europe data center cooling market size in 2026 is estimated at USD 10.16 billion, growing from 2025 value of USD 8.74 billion with 2031 projections showing USD 21.56 billion, growing at 16.23% CAGR over 2026-2031.

This report is Segmented by Data Center Type (Hyperscalers (owned and Leased), Enterprise and Edge, Colocation), Tier Type (Tier 1 and 2, Tier 3, Tier 4), Cooling Technology (Air Based Cooling, Liquid Based Cooling), Component (Service, Equipment), and by Country. The Market Forecasts are Provided in Terms of Value (USD).

Europe Data Center Cooling Market Trends and Insights

Surging AI-led Rack Power Densities

AI training clusters are pushing rack loads from 10-15 kW toward 40-60 kW, a shift that renders conventional CRAH units inadequate. Vertiv cited a 37% year-on-year rise in liquid-cooling orders during Q3 2024 as GPU-intensive builds accelerated. Sovereign AI programs amplify the trend: Beyond.pl's new Sovereign AI Factory in Poland uses micro-modular liquid pods to condense national compute into secure footprints.Higher fluid-cooling content is driving copper demand, adding further strain to supply chains already coping with long lead times.

EU Green Deal and Related Energy-Efficiency Mandates

The Energy Efficiency Directive obliges sites above 1 MW to recover waste heat unless technically infeasible, steering designs toward low-exergy cooling loops linked to municipal networks. Retelit's Avalon 3 centre in Milan already diverts 2.5 MWt into district heating, cutting 3,300 t of annual CO2. In parallel, the F-gas phase-down accelerates migration to low-GWP refrigerants or non-refrigerant liquid technologies.

High CAPEX for Liquid-Cooling Retrofits

Upgrading an existing hall to direct-to-chip loops can cost beyond USD 1,000 per kW, a figure that drives operators to weigh greenfield builds against retrofits. Component lead times of 12-16 months for pumps, CDU valves, and high-capacity chillers extend project paybacks. Skills scarcity adds opex, as water-chemistry expertise commands premium rates.

Other drivers and restraints analyzed in the detailed report include:

1. Hyperscale and Colocation Build-outs in FLAP-D Corridor
2. Northern Europe's Free-Cooling Climate Advantage
3. EU-wide F-gas / Refrigerant Phase-Down Complexity

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Hyperscaler facilities captured 46.78% of the European data center cooling market share in 2025 and are projected to rise at a 16.62% CAGR, confirming their outsized influence on technology migration. Their extensive capital budgets absorb the higher upfront costs of immersion tanks and rear-door heat exchangers, accelerating ecosystem learning curves. Enterprise and edge sites lag in adoption but are piloting modular coolant distribution to meet localized AI inference. Colocation operators are carving a middle path by offering "liquid-cooling suites" that de-risk client transformation, an approach that underpins rising service revenue.

Sovereign AI mandates intensify hyperscaler momentum. Microsoft's newest European builds dedicate entire halls to liquid-ready racks, enabling compute footprints that conventional air layouts cannot host. Colocation landlords respond by marketing liquid cooling as a service, a premium they recover via higher-density fees. Edge operators, pressured by latency requirements, are embracing compact dielectric-fluid pods, illustrating how scale dynamics filter through the entire ecosystem.

Tier 3 remains the mainstream choice with 64.92% share of the Europe data center cooling market size in 2025, favored for balanced resilience and cost. Yet Tier 4 footprints expand at 17.05% CAGR as sovereign clouds and regulated sectors require simultaneous maintainability. Tier 4 blueprints frequently integrate dual coolant loops with N+N pumps, setting new reliability norms.

Tier 3 managers are adopting selective liquid retrofits, rear-door exchangers for AI tenants, CRAH rows for general-purpose racks, creating hybrid environments that prolong asset life. Tier 1/2 facilities hold niche relevance for content distribution and backup; their simplified cooling often leverages indirect free cooling to minimize spend. Standards bodies are reviewing whether current Tier definitions sufficiently account for liquid system redundancy, suggesting future design codifications.

Complete Report Scope:

• By Data Center Type
  • Hyperscalers (owned and Leased)
  • Enterprise and Edge
  • Colocation
• By Tier Type
  • Tier 1 and 2
  • Tier 3
  • Tier 4
• By Cooling Technology
  • Air-based Cooling
    • Chiller and Economizer (DX Systems)
    • CRAH
    • Cooling Tower (covers direct, indirect and two-stage cooling)
    • Others
  • Liquid-based Cooling
    • Immersion Cooling
    • Direct-to-Chip Cooling
    • Rear-Door Heat Exchanger
• By Component
  • By Service
    • Consulting and Training
    • Installation and Deployment
    • Maintenance and Support
  • By Equipment
• By Country
  • United Kingdom
  • Germany
  • Netherlands
  • Spain
  • Poland
  • Switzerland
  • Austria
  • Rest of Europe

List of Companies Covered in this Report:

1. Vertiv Group Corp.
2. Stulz GmbH
3. Schneider Electric SE
4. Rittal GmbH and Co. KG
5. Asetek A/S
6. Alfa Laval AB
7. Iceotope Technologies Ltd.
8. Green Revolution Cooling Inc.
9. Chilldyne Inc.
10. Airedale International Air Conditioning Ltd.
11. Johnson Controls International plc
12. Daikin Europe NV
13. Munters Group AB
14. Submer Technologies SL
15. CoolIT Systems Inc.
16. Danfoss A/S
17. Parker Hannifin Corp.
18. Trane Technologies plc
19. Sensata Technologies Inc.
20. Asperitas BV

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surging AI?led rack power densities
  • 4.2.2 EU Green Deal and related energy?efficiency mandates
  • 4.2.3 Hyperscale and colocation build-outs in FLAP-D corridor
  • 4.2.4 Northern Europes free-cooling climate advantage
  • 4.2.5 District-heating revenue from waste-heat re-use
  • 4.2.6 Sovereign AI clusters adopting micro-modular liquid cooling
• 4.3 Market Restraints
  • 4.3.1 High CAPEX for liquid-cooling retrofits
  • 4.3.2 EU-wide F-gas / refrigerant phase-down complexity
  • 4.3.3 Shortage of certified water-treatment skills
  • 4.3.4 Grid-connection moratoria in power-tight metros
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 Assesment of Macroeconomic Factors on the Market

5 MARKET SIZE and GROWTH FORECASTS(VALUE)

• 5.1 By Data Center Type
  • 5.1.1 Hyperscalers (owned and Leased)
  • 5.1.2 Enterprise and Edge
  • 5.1.3 Colocation
• 5.2 By Tier Type
  • 5.2.1 Tier 1 and 2
  • 5.2.2 Tier 3
  • 5.2.3 Tier 4
• 5.3 By Cooling Technology
  • 5.3.1 Air-based Cooling
    • 5.3.1.1 Chiller and Economizer (DX Systems)
    • 5.3.1.2 CRAH
    • 5.3.1.3 Cooling Tower (covers direct, indirect and two-stage cooling)
    • 5.3.1.4 Others
  • 5.3.2 Liquid-based Cooling
    • 5.3.2.1 Immersion Cooling
    • 5.3.2.2 Direct-to-Chip Cooling
    • 5.3.2.3 Rear-Door Heat Exchanger
• 5.4 By Component
  • 5.4.1 By Service
    • 5.4.1.1 Consulting and Training
    • 5.4.1.2 Installation and Deployment
    • 5.4.1.3 Maintenance and Support
  • 5.4.2 By Equipment
• 5.5 By Country
  • 5.5.1 United Kingdom
  • 5.5.2 Germany
  • 5.5.3 Netherlands
  • 5.5.4 Spain
  • 5.5.5 Poland
  • 5.5.6 Switzerland
  • 5.5.7 Austria
  • 5.5.8 Rest of Europe

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Vertiv Group Corp.
  • 6.4.2 Stulz GmbH
  • 6.4.3 Schneider Electric SE
  • 6.4.4 Rittal GmbH and Co. KG
  • 6.4.5 Asetek A/S
  • 6.4.6 Alfa Laval AB
  • 6.4.7 Iceotope Technologies Ltd.
  • 6.4.8 Green Revolution Cooling Inc.
  • 6.4.9 Chilldyne Inc.
  • 6.4.10 Airedale International Air Conditioning Ltd.
  • 6.4.11 Johnson Controls International plc
  • 6.4.12 Daikin Europe NV
  • 6.4.13 Munters Group AB
  • 6.4.14 Submer Technologies SL
  • 6.4.15 CoolIT Systems Inc.
  • 6.4.16 Danfoss A/S
  • 6.4.17 Parker Hannifin Corp.
  • 6.4.18 Trane Technologies plc
  • 6.4.19 Sensata Technologies Inc.
  • 6.4.20 Asperitas BV

7 MARKET OPPORTUNITIES and FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment