Google Seeks Chinese Liquid Cooling for AI DCs

🔑 Enhanced Key Takeaways

• •Shenzhen Yingweike Intelligent Connection Technology Co., Ltd. was established on September 22, 2020, specializing in liquid cooling connectors.
• •Yingweike's stock hit the daily limit and reached new historical highs on August 28, 2025, amid a rebound in liquid cooling server concept stocks.
• •Chinese liquid cooling expo in Shanghai 2026 lists Yingweike among key exhibitors alongside Gaolan, Sanhua, and others for components like cold plates and CDUs.
• •CITIC Securities forecasts 2025 as a pivotal year for NVIDIA AI chip liquid cooling penetration, accelerating adoption in ASIC cabinets and domestic markets.

🛠️ Technical Deep Dive

• •Cold-plate liquid cooling uses a water separator on cabinets with branch pipes to nodes, coolant with high thermal conductivity and insulation properties eliminates fans, reduces noise and energy use.
• •Two-phase direct-to-chip cooling changes coolant from liquid to gas, offering superior heat rejection over single-phase with lower leakage risk but higher maintenance due to controls.
• •Immersion liquid cooling submerges servers in dielectric fluid (single-phase) or phase-changing fluid (two-phase), enabling passive conduction or active pumping with heat exchangers.
• •Chinese solutions support high-temperature water intake for natural cooling, as customized by Tencent, yielding mechanical and electrical savings.

🔮 Future ImplicationsAI analysis grounded in cited sources

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