Report published July 16, 2026
Liquid Cooling in Data Centers: Bernstein Market Report (July 2026)
Bernstein · July 16, 2026
This report examines emerging liquid cooling technologies in data centers, highlighting how CoolIT's 15kW single-phase cold plate may extend current cooling methods beyond 2030. It evaluates the prospects of two-phase DTC and direct-to-die alternatives alongside their engineering challenges.
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Finvaulta summarizes Bernstein's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.CoolIT's new 15kW single-phase cold plate may extend the viability of single-phase cooling, potentially delaying the need for more complex two-phase or direct-to-die technologies.
- 2.Direct-to-die cooling offers high performance but remains at an early R&D stage with significant manufacturing and operational complexities.
Table of Contents
- RECAP: OVERVIEW OF SINGLE-PHASE DTC COOLING
- TWO PHASE DTC
- DIRECT-TO-DIE LIQUID COOLING
- SINGLE PHASE - IS THE THEORETICAL LIMIT REAL?
- IMPLICATIONS FOR CDU / COLD PLATE ECOSYSTEM MORE BROADLY?
Report data
A potential breakthrough for single-phase DTC | CoolIT's 15kW cold plate
| Metric | Estimate | Context |
|---|---|---|
| CoolIT 15kW Cold Plate Capacity | 15 kW | Performance of CoolIT single-phase cold plate |
| Direct-to-Die thermal capacity performance | >1000 W/cm² | Microsoft and Corintis proof of concept |
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