10x Growth! Billions in capacity! CCTV Finance interviews Lingyi Zhizao and Limin Da, disclosing these details

Recently, CCTV Finance Channel CCTV-2’s “Economic Information Lianbo” aired a special report titled “Liquid Cooling Industry Rides the Wind, Market Demand Soars, Liquid Cooling Companies Rush Orders to Expand Capacity.” The report focuses on the rapid development of the liquid cooling industry amid the surge in AI computing power. As the representative of a core enterprise in China’s liquid cooling sector, Lianding Intelligent Manufacturing’s subsidiary Limitedima (Readore) was invited to an interview and exclusively disclosed its capacity plans, product lineup, and industry layout, sending a strong growth signal.

In the interview, when asked about market demand for liquid cooling products and its capacity planning, the representative from Limitedima clearly stated that the company’s core products, the manifold and the liquid cooling plate, had already achieved small-batch shipments in 2025, with shipment volume reaching 100k sets; in 2026, it will see a capacity breakout, with planned capacity jumping directly to the million-set level, representing a 10x order-of-magnitude increase compared with 2025. This precisely captures the industry’s explosive demand, demonstrating the company’s steadfast confidence in the liquid cooling track and its strong capabilities. As a core platform in Lianding Intelligent Manufacturing’s layout of the AI computing liquid cooling track, Limitedima’s appearance on CCTV also confirms its benchmark position in China’s domestically made liquid cooling field.

Liquid Cooling Demand Explodes! Limitedima May Have 10 Billion RMB in Capacity!!!

As AI computing power upgrades toward higher power consumption and higher integration, liquid cooling has moved from an “optional configuration” to a “standard requirement for AI computing infrastructure,” with the industry entering a critical stage of large-scale ramp-up.

According to a broker research note, the value of a single liquid cooling plate is as high as $300. If it reaches million-set capacity, the corresponding revenue would be about $300 million. For the manifold, it is divided by product type into the in-tray manifold and the rack manifold, with unit prices as high as $1,000 and $10,000, respectively. Notably, the Inner Manifold manifold displayed by Limitedima at the GTC 2026 conference is the only core product in the manifold (manifold) ecosystem of Nvidia’s Vera Rubin architecture that is supplied by a company from mainland China. The manifold mentioned in the interview is highly likely to be an internal manifold worth over $1,000 per unit for a single liquid cooling plate; million-set manifolds would correspond to revenue of about $1 billion.

Taken together, Limitedima’s million-set capacity for liquid cooling plates and manifolds totals $1.3 billion (about 9.4 billion RMB) in revenue, close to a scale of 10 billion RMB, making it one of the few liquid cooling companies in China capable of achieving a capacity at this level.

What’s even more worth paying attention to is that Limitedima is the only mainland supplier that has successfully broken into Nvidia’s core supply chain in the server liquid cooling track, achieving a successful breakthrough. It has already obtained double certifications for Nvidia’s AVL/RVL, and is supplying in batches for the GB200/GB300 series, while also covering leading North American computing customers such as Google and Meta. The customer barrier advantages are significant.

Targeting a 15% Share! Capturing the Bonus from Spillover of Orders from Taiwan Manufacturers

The explosive growth in liquid cooling demand creates an excellent opportunity for Limitedima to capture market share. According to UBS’s latest research note estimates, in 2026, the number of Nvidia GB&VR (including Vera Rubin and Blackwell) series racks shipped is expected to reach 60k racks. At least 108 cooling plates per rack, the total cooling plate demand for this single product series exceeds 6.48 million plates. With its core technology and million-set capacity advantages, Limitedima is already in a solid position to target a 15% market share.

Currently, liquid cooling orders continue to surge, and Taiwan manufacturers’ capacity has become nearly saturated. Industry analysts believe that by leveraging its deep linkage with leading customers such as Nvidia, its independently developed capabilities across the full range of core products, and the coordinated enabling power of Lianding Intelligent Manufacturing, Limitedima is expected to quickly capture market share and further consolidate the leading position of domestic liquid cooling firms.

Limitedima’s capacity breakout and market breakthrough are not only the results of the company’s own technological accumulation and strategic layout, but also reflect the transformation of China’s domestic liquid cooling industry from “following” to “leading.” By leveraging deep linkages with leading companies such as Nvidia and Google, Limitedima has broken the monopoly pattern held by overseas manufacturers in the high-end liquid cooling market. Whether it is the 10x capacity growth or the goal to target a 15% market share, it will not only help it become a core player in the global liquid cooling field, but also drive coordinated upgrades across the upstream and downstream of China’s liquid cooling industry chain, pushing China’s liquid cooling industry to transition from “supporting and following” to “core leadership.”

(Editor: Liu Chang)

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