The Power Allocation

Liquid Cooling Hits 40% of AI Data Centers


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Liquid cooling is no longer optional for AI infrastructure — it's the baseline requirement. The data center cooling market is projected to reach $31 billion by 2034. This episode examines the technologies, infrastructure implications, and heat recovery opportunities.

Key topics covered:

  • 40% of AI data centers deploying liquid cooling in 2026
  • Cooling market growing from $11.65B to $31B by 2034
  • Direct-to-chip, immersion, and CDU-based systems
  • AI-driven thermal management systems
  • Microsoft-Fortum heat recovery for district heating
  • Related keywords: liquid cooling data centers, immersion cooling AI, direct-to-chip cooling, data center thermal management, heat recovery data centers

    Brought to you by Spring Street Management Group.

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    The Power AllocationBy Spring Street Management Group