Google in talks with China’s Envicool for data centre cooling systems - Reuters

Published 03/17/2026, 02:36 AM
© Reuters

© Reuters

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Investing.com-- Alphabet's (NASDAQ:GOOGL) Google is in talks with Chinese firms, including Envicool (SZ:002837), to procure liquid cooling equipment for data centres, Reuters reported on Tuesday, citing people familiar with the matter.

The discussions follow a recent visit by a procurement team from Google’s Taiwan operations to China, reflecting the tight global supply of cooling components used in artificial intelligence infrastructure, the report said.

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Liquid cooling systems, which circulate fluids around computing hardware, have become essential for AI data centres as high-density workloads generate more heat than traditional air cooling can manage.

Google’s team met with Envicool and plans to hold talks with at least one other supplier, according to the Reuters report.

The talks underscore how the rapid buildout of AI data centres is straining supply chains beyond advanced chips, boosting demand for ancillary equipment.

According to JPMorgan estimates cited by Reuters, the global market for AI server liquid cooling systems could exceed $17 billion in 2026, highlighting strong growth prospects for suppliers.

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