LiquidStack

liquidstack.com ↗

Liquid Cooling Datacenter Operations Thermal Management

Value Proposition & Features

LiquidStack is a Trane Technologies business focused on liquid-cooling infrastructure for high-density AI and data-center deployments. ^[1] Its value proposition is to provide scalable, architecture-agnostic cooling that can accommodate changing GPU platforms and rising rack densities without repeated facility redesigns. ^{[1] [2]}

Core products include coolant distribution units (CDUs) that circulate liquid between facility cooling systems and server-side direct-to-chip cold plates. ^{[1] [3]} The portfolio includes the GigaModular CDU, a centralized platform with capacity expanded to 14 MW, and the newer CDU 2.X, which supports end-of-row and rack-adjacent deployments. ^{[2] [4]}

Priority features:

• Architecture-agnostic support for multiple current and emerging AI processor platforms. ^{[1] [2]}

• CDU 2.X flow capability of up to 3,750 liters per minute at 3.5 bar. ^{[1] [2]}

• Support for facility inlet temperatures up to 45°C. ^{[1] [5]}

• End-of-row and rack-adjacent installation configurations. ^{[1] [2]}

• Configurable control valves, power feeds, and redundancy options. ^{[1] [2]}

• Dual-feed A/B power configurations with automatic transfer-switch support. ^{[1] [5]}

• GigaModular capacity up to 14 MW. ^{[2] [4]}

• NVIDIA DSX Ready qualification for the GigaModular CDU. ^[4]

LiquidStack’s facility-level approach contrasts with Corintis, which develops processor-level microfluidic cooling rather than CDU and facility-distribution systems.

Screenshots

No three official product screenshots were identified in the available search results.

Product Roadmap / Announcements

As of October 6, 2026,

• September 30, 2026: LiquidStack introduced the CDU 2.X platform at Yotta 2026; pre-orders are open and shipments are scheduled for the second quarter of 2027. ^[1]

• September 29, 2026: Trane Technologies announced CDU 2.X with up to 3,750 lpm at 3.5 bar and compatibility with multiple AI-silicon architectures. ^[2]

• September 21, 2026: LiquidStack announced that GigaModular qualified as an NVIDIA DSX Ready CDU. ^[4]

Recent Developments

• LiquidStack became part of Trane Technologies in March 2026, according to industry coverage. ^[6]

• In September 2026, LiquidStack expanded its portfolio with CDU 2.X and announced that GigaModular had reached 14 MW of capacity. ^{[1] [2]}

• LiquidStack’s GigaModular CDU was integrated into Trane Technologies reference designs for AI data centers and qualified as an NVIDIA DSX Ready CDU. ^{[4] [7]}

Market Sizing

Category, Market Size, and Category Growth

LiquidStack operates in data-center liquid cooling, specifically direct-to-chip cooling infrastructure and coolant distribution units for high-density AI Compute in AI ML. ^{[1] [3]} The available results include a market estimate of $23.23 billion for the AI data-center liquid-cooling market, but the result does not identify a sufficiently authoritative analyst source, so it should be treated as unverified rather than as a firm market-size figure. ^[8]

The category is being driven by increasing AI accelerator performance and rack densities, which are creating demand for higher-capacity and more flexible liquid-cooling systems. ^{[1] [2]}

Pricing

No public pricing was found.

Revenue Trajectory Estimates

No reliable public revenue or ARR figure was found.

Competitive Landscape

Who it's for, who it's not for

LiquidStack is aimed at data-center operators, AI infrastructure providers, OEMs, and engineering teams deploying high-density GPU systems that require liquid cooling and scalable facility-side distribution. ^{[1] [2]} Its CDU products are particularly relevant where operators need flexible placement, redundancy, high flow rates, and support for changing processor architectures. ^{[1] [5]}

It is not a conventional software product, consumer cooling product, or low-density server-room solution; the available evidence positions it as specialized thermal infrastructure for enterprise and hyperscale AI deployments. ^{[1] [2]}

Viable Alternatives

• CoolIT Systems — A direct competitor in liquid-cooling infrastructure and coolant distribution for high-density data centers; no comparative product details were found in the available results.

• Vertiv — A major data-center power and cooling infrastructure provider; no LiquidStack-specific comparison was found in the available results.

• Schneider Electric — Provides data-center thermal-management infrastructure and liquid-cooling solutions; no product-level comparison was found in the available results.

• ZutaCore — A liquid-cooling company serving high-density computing; no directly comparable specifications were found in the available results.

• Submer — A data-center liquid-cooling provider; no directly comparable specifications were found in the available results.

Competitor Table

Sources