Alphabet’s Google is reportedly in discussions with Chinese companies, including Envicool, to secure liquid cooling solutions for its data centres, according to a Reuters report citing sources familiar with the matter.
The talks come after a recent visit by Google’s Taiwan-based procurement team to China, highlighting increasing pressure on global supply chains for critical cooling components used in artificial intelligence infrastructure.
Liquid cooling technology, which uses circulating fluids to regulate temperatures around computing hardware, has become a key requirement for modern AI data centres. This is due to the intense heat generated by high-performance workloads, which traditional air cooling systems can no longer efficiently manage.
During the visit, Google representatives met with Envicool and are expected to hold further discussions with at least one additional supplier, the report noted.
These negotiations reflect the growing strain on supply chains driven by the rapid expansion of AI data centres. Demand is no longer limited to advanced semiconductors but is now extending to essential supporting infrastructure such as cooling systems.
According to JPMorgan estimates cited in the report, the global market for liquid cooling solutions in AI servers could surpass $17 billion by 2026, underlining strong growth potential for companies operating in this sector.
