Computing Power Supercycle Accelerates Expansion as AIDC Infrastructure Undergoes Deep Restructuring

Amid the AI infrastructure supercycle, exponentially growing demand for computing power is pushing the industry into a fast track of large-scale expansion, with multiple challenges such as power constraints, delivery timelines, and technological iteration becoming increasingly prominent. At the 2026 International (Wuhan) Intelligent Construction Industry Expo held recently, several industry insiders said that China's AIDC (intelligent computing center) sector has moved from a stage of scale expansion into a development phase centered on "competing on energy efficiency, speed, and collaboration." Liquid cooling has become a core lever for solving heat dissipation and energy efficiency challenges, and as standards are unified and the entire industry chain collaborates, related technologies are expected to be deployed at scale. (Shanghai Securities News)