TaiSol eyes server revenue over 50% in 2H26 as liquid cooling demand surges

TaiSol chairman Peng-Huang Peng outlined the company's growth expectations tied to the accelerating shift toward liquid cooling in AI data centers. As power consumption of artificial intelligence servers continues to rise, liquid cooling is evolving from an auxiliary solution into a standard feature at the rack and data center levels. The company projects that server revenue will exceed 50% of total sales in the second half of 2026, reflecting growing demand for thermal solutions. For the full year 2026, TaiSol expects liquid cooling revenue to surpass 25%, indicating that cooling systems are becoming a material portion of its business. The forecast reflects TaiSol's confidence that the liquid cooling trend will continue, driven by the structural need to manage ever-higher power densities in AI infrastructure.

TaiSol's revenue outlook reflects a structural shift in how data centers manage the thermal demands of AI infrastructure. As artificial intelligence workloads intensify, server power consumption has reached a point where traditional air cooling is no longer sufficient, pushing liquid cooling from a specialized niche into mainstream deployment. The company's forecast—server revenue exceeding 50% and liquid cooling surpassing 25% of total sales in 2026—signals that thermal management is becoming as essential to AI infrastructure as computing power itself. This transition benefits suppliers like TaiSol, which can position themselves as providers of critical infrastructure components rather than aftermarket accessories.