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市場調查報告書
商品編碼
2021656
人工智慧資料中心液冷市場:2034 年預測-按冷卻方式、組件、冷卻劑類型、技術、最終用戶和地區分類的全球分析Liquid Cooling for AI Data Centers Market Forecasts to 2034 - Global Analysis By Cooling Type, Component, Cooling Fluid Type, Technology, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球人工智慧資料中心液冷市場規模將達到 140 億美元,並在預測期內以 27% 的複合年成長率成長,到 2034 年將達到 950 億美元。
人工智慧資料中心液冷技術利用液態溫度控管系統散發高效能人工智慧硬體所產生的熱量。這些系統可以替代或補充風冷,以應對人工智慧伺服器、GPU 和加速器極高的熱負荷。其優點包括提高能源效率、降低營運成本和提升計算密度。推動液冷技術普及的主要因素是人工智慧工作負載的快速成長、雲端運算的廣泛應用以及永續性目標。創新解決方案包括晶片級直接冷卻、浸沒式冷卻以及用於建構可擴展、高效人工智慧資料中心的液冷-氣冷混合系統。
人工智慧工作負載中產生的熱量增加
大規模人工智慧模型和高效能運算會產生大量熱量,而傳統的風冷系統難以有效散熱。液冷系統具有卓越的散熱效率,即使在高負載下也能確保系統穩定運作。企業正在採用液冷系統來提高可靠性並減少停機時間。對永續冷卻解決方案的需求與提高能源效率的目標不謀而合。日益嚴峻的散熱挑戰正在推動液冷市場實現顯著成長。
缺乏技術專長
實施先進的冷卻系統需要設計、安裝和維護方面的專業知識。許多公司缺乏能夠有效管理液冷基礎設施的訓練有素的人員。這種短缺導致企業更加依賴外部供應商,營運成本也更高。由於資源有限,中小企業在實施這些系統方面面臨更大的挑戰。因此,儘管市場需求強勁,但專業知識的缺乏仍阻礙著這些系統的廣泛應用。
在超大規模資料中心部署
超大規模營運商正在全球擴展業務,以支援人工智慧工作負載、雲端服務和邊緣運算。液冷技術透過高效管理熱負荷,實現了高密度部署。冷卻技術供應商與超大規模營運商之間的合作正在加速創新。對永續和擴充性基礎設施日益成長的需求進一步強化了這一機會。隨著超大規模設施的擴張,液冷技術有望在其擴展過程中發揮關鍵作用。
新型冷卻技術的興起
浸沒式冷卻、先進空氣冷卻系統和混合解決方案等創新技術正日益受到關注。這些替代技術不僅效率高,而且在某些情況下還能降低初始成本。由於對長期有效性的不確定性,企業可能對採用液冷技術猶豫不決。技術的快速發展加劇了冷卻方式之間的競爭。這種動態環境為液冷供應商保持市場領先地位帶來了挑戰。
新冠疫情對液冷市場產生了複雜的影響。供應鏈中斷和勞動力短缺導致生產放緩,安裝延期。然而,數位化服務、遠距辦公和人工智慧的蓬勃發展也提升了對資料中心基礎設施的需求。企業加快了對冷卻系統的投資,以確保在日益成長的工作負載下系統的可靠性。疫情也凸顯了節能和容錯基礎建設的重要性。
在預測期內,直接晶片冷卻(DTC)細分市場預計將佔據最大的市場佔有率。
由於直接晶片級(DTC)液冷技術能夠有效地在處理器層面進行散熱,預計在預測期內,該技術將佔據最大的市場佔有率。這種方法能夠確保對CPU、GPU和AI加速器進行精確的溫度控制。企業青睞DTC系統,是因為它具有可靠性和擴充性。冷板設計和流體管理方面的持續創新正在推動該技術的普及。超大規模資料中心也擴大採用這項技術來支援AI工作負載。
在預測期內,兩相冷卻細分市場預計將呈現最高的複合年成長率。
在預測期內,由於兩相冷卻技術利用相變機制實現卓越的散熱效率,預計該領域將呈現最高的成長率。這項技術能夠降低能耗,並提升高密度部署環境下的冷卻能力。企業正在採用兩相冷卻系統來支援下一代人工智慧工作負載。冷卻設備供應商與半導體公司之間的合作正在加速創新。監管機構對永續性的關注也進一步推動了該技術的應用。
在整個預測期內,北美預計將保持最大的市場佔有率,這得益於其強大的超大規模資料中心、先進的技術基礎設施以及人工智慧工作負載的高滲透率。美國在該領域處於領先地位,主要雲端服務供應商紛紛投資液冷解決方案。政府主導的節能措施進一步加速了液冷解決方案的普及。強大的供應鏈和成熟的供應商網路鞏固了該地區的領先地位。對人工智慧主導服務日益成長的需求確保了其持續成長。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於快速的數位化進程、超大規模資料中心的擴張以及新興經濟體對人工智慧的日益普及。中國、印度和韓國等國家正在對資料中心基礎設施進行大量投資。區域內Start-Ups正憑藉創新解決方案進軍冷卻市場。對雲端服務和智慧城市計畫日益成長的需求正在推動冷卻技術的應用。政府主導的、支持永續基礎建設的項目也進一步促進了這一成長。
According to Stratistics MRC, the Global Liquid Cooling for AI Data Centers Market is accounted for $14 billion in 2026 and is expected to reach $95 billion by 2034 growing at a CAGR of 27% during the forecast period. Liquid Cooling for AI Data Centers involves using liquid-based thermal management systems to dissipate heat from high-performance AI hardware. These systems replace or complement air cooling to handle the extreme thermal loads of AI servers, GPUs, and accelerators. Benefits include improved energy efficiency, reduced operational costs, and higher computing density. Adoption is driven by the rapid growth of AI workloads, cloud computing, and sustainability goals. Innovative solutions include direct-to-chip cooling, immersion cooling, and hybrid liquid-air systems for scalable and efficient AI data centers.
Increasing heat in AI workloads
Large-scale AI models and high-performance computing generate significant heat, which traditional air cooling systems struggle to manage. Liquid cooling offers superior thermal efficiency, enabling stable performance under heavy workloads. Enterprises are adopting these systems to ensure reliability and reduce downtime. The need for sustainable cooling solutions also aligns with energy efficiency goals. This growing heat challenge positions liquid cooling as a critical driver of market growth.
Limited technical expertise availability
Implementing advanced cooling systems requires specialized knowledge in design, installation, and maintenance. Many enterprises lack trained personnel to manage liquid cooling infrastructure effectively. This shortage increases reliance on external vendors and raises operational costs. Smaller firms face greater challenges in adopting these systems due to resource constraints. As a result, limited expertise continues to slow widespread adoption despite strong demand.
Adoption in hyperscale data centers
Hyperscale operators are expanding globally to support AI workloads, cloud services, and edge computing. Liquid cooling enables higher density deployments by efficiently managing thermal loads. Partnerships between cooling technology providers and hyperscale operators are accelerating innovation. Rising demand for sustainable and scalable infrastructure strengthens this opportunity. As hyperscale facilities grow, liquid cooling is expected to play a pivotal role in their expansion.
Alternative cooling technologies emerging
Innovations such as immersion cooling, advanced air systems, and hybrid solutions are gaining traction. These alternatives offer competitive efficiency and lower upfront costs in some cases. Enterprises may hesitate to commit to liquid cooling due to uncertainty about long-term viability. Rapid technological evolution increases competition among cooling methods. This dynamic landscape creates challenges for liquid cooling providers to maintain market leadership.
The COVID-19 pandemic had a mixed impact on the liquid cooling market. Supply chain disruptions and workforce limitations slowed production and delayed installations. However, the surge in digital services, remote work, and AI adoption boosted demand for data center infrastructure. Enterprises accelerated investments in cooling systems to ensure reliability under rising workloads. The pandemic also highlighted the importance of energy-efficient and resilient infrastructure.
The direct-to-chip liquid cooling segment is expected to be the largest during the forecast period
The direct-to-chip liquid cooling segment is expected to account for the largest market share during the forecast period owing to its efficiency in managing heat directly at the processor level. This method ensures precise thermal control for CPUs, GPUs, and AI accelerators. Enterprises prefer direct-to-chip systems for their reliability and scalability. Continuous innovation in cold plate design and fluid management strengthens adoption. Hyperscale data centers are increasingly deploying this technology to support AI workloads.
The two-phase cooling segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the two-phase cooling segment is predicted to witness the highest growth rate as it offers superior efficiency by leveraging phase-change mechanisms to dissipate heat. This technology reduces energy consumption and enhances cooling capacity for high-density deployments. Enterprises are adopting two-phase systems to support next-generation AI workloads. Partnerships between cooling providers and semiconductor firms are accelerating innovation. Regulatory focus on sustainability further supports adoption.
During the forecast period, the North America region is expected to hold the largest market share supported by strong hyperscale data center presence, advanced technology infrastructure, and high adoption of AI workloads. The U.S. leads with major cloud providers investing in liquid cooling solutions. Government-backed initiatives for energy efficiency further accelerate adoption. Robust supply chains and established vendors strengthen regional leadership. Rising demand for AI-driven services ensures continued growth.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to rapid digitalization, expanding hyperscale facilities, and rising AI adoption across emerging economies. Countries such as China, India, and South Korea are investing heavily in data center infrastructure. Regional startups are entering the cooling market with innovative solutions. Expanding demand for cloud services and smart city initiatives fuels adoption. Government-backed programs supporting sustainable infrastructure further strengthen growth.
Key players in the market
Some of the key players in Liquid Cooling for AI Data Centers Market include Schneider Electric, Vertiv Holdings, Stulz GmbH, Rittal GmbH & Co. KG, Green Revolution Cooling, Submer Technologies, Asetek, LiquidStack, CoolIT Systems, Motivair Corporation, Fujitsu Limited, IBM Corporation, Dell Technologies, Hewlett Packard Enterprise, Lenovo Group and Cisco Systems.
In August 2025, LiquidStack introduced two-phase immersion cooling systems for AI workloads. The innovation reinforced its role in advanced thermal management and strengthened adoption in Asia-Pacific.
In May 2025, GRC partnered with Dell Technologies to integrate immersion cooling into enterprise AI servers. The collaboration reinforced efficiency and strengthened GRC's role in sustainable cooling.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.