June 2026 Data Center Industry Review: Driven by AI Computing Upgrading, Green and Low-Carbon Development Becomes the Main Theme

In mid-2026, the artificial intelligence wave continues to sweep across all industries. As the core foundation of the digital economy, the data center sector is undergoing disruptive upgrading and transformation. With the full-scale implementation of large model training and AI intelligent inference scenarios, the surging demand for high-density computing power has completely overturned the traditional construction and operation logic of data centers. The old infrastructure model dominated by data storage and general computing has become outdated. High density, green development, intelligence and localization have turned into core priorities for industrial advancement. Driven by accelerated domestic infrastructure construction, restructured global industrial patterns, widespread liquid cooling adoption and tightened low-carbon policies, the data center industry has entered a new high-quality development phase defined by 'computing power supremacy and green development priority'.

Domestic computing infrastructure development steadily adheres to the national 'East Data, West Computing' strategy, forming a collaborative and complementary layout across eastern and western regions. Core eastern cities focus on computing quality improvement, low-latency optimization and high-end scenario adaptation, prioritizing the deployment of intelligent computing and edge data centers to meet the high-precision and low-latency computing demands of local high-tech industries. Western regions, endowed with abundant renewable energy resources and low-cost power advantages, have become core carriers for large-scale AI computing clusters. Since the start of the year, leading technology enterprises have continuously invested heavily in AI computing infrastructure, building high-performance GPU clusters and upgrading cutting-edge cooling and power supply systems to bridge the growing gap in AI computing capacity. Meanwhile, a number of major computing projects in Shenzhen, Guangzhou, Chongqing and other cities have started construction or entered the completion phase one after another. The launch of new green and intelligent computing industrial parks has further improved the national integrated computing network. The widespread adoption of integrated computing-power coordination and green power supply has effectively solved the high energy consumption pain point of the industry, achieving a win-win situation for economic benefits and low-carbon development.

The surging demand for high-performance computing has driven rapid industrial technological iteration, triggering an industry-wide technological revolution centered on energy conservation and efficiency improvement. As the power consumption of AI chips continues to rise and the density of single-rack computing power increases dramatically, traditional air cooling solutions can no longer meet the demands of high-end computing scenarios. Liquid cooling technology has evolved from an optional feature to a mandatory industry standard. Currently, immersion and cold-plate liquid cooling technologies have matured, stably controlling the PUE of data centers below 1.25 and delivering far better energy-saving performance than traditional cooling methods, making them the preferred solution for new high-end intelligent computing centers and driving explosive growth of the liquid cooling market. In addition, breakthroughs in high-speed interconnection and co-packaged optics (CPO) technologies have effectively solved transmission stuttering and high latency bottlenecks of high-density computing clusters, providing solid technical support for the collaborative scheduling of large-scale computing resources. The in-depth integration of photovoltaic energy storage, server room waste heat recovery and clean power supply has completely eliminated the high-energy-consumption label of data centers, pushing the green and low-carbon transformation into a normalized and large-scale development stage.

At the policy level, the state continues to increase investment in computing infrastructure while tightening low-carbon energy-saving standards, drawing a clear development roadmap for the industry. At present, strict PUE energy consumption control is implemented for all newly built large-scale data centers, and backward high-energy-consuming old server rooms are being phased out to drive the overall upgrading of the industry. Innovative technologies including high-voltage DC power supply, intelligent operation and maintenance scheduling, and liquid cooling energy conservation have become key evaluation indicators for computing project approval and construction. Meanwhile, the coordinated development of computing power and power resources as well as the independent controllability of the computing industrial chain have been elevated to a strategic level. The state has continuously introduced supportive policies to empower the iterative upgrading of domestic computing chips, energy-saving equipment and scheduling systems, striving to build a safe, efficient and green independent computing industry system and guarantee the long-term and healthy development of the industry.

Overall, the data center industry in 2026 has bid farewell to the simple infrastructure expansion era and stepped into a comprehensive AI-driven development cycle. AI computing demand has reshaped industrial construction standards, technical routes and development logic; green and low-carbon development has become the bottom line of industrial operation; and independent controllability has consolidated the foundation of industrial development. In the future, with the continuous implementation of AI applications, further advancement of dual-carbon policies and breakthroughs in domestic technologies, the data center industry will continue to evolve toward high density, intelligence, low energy consumption and independent innovation. It will further consolidate the core foundation of the digital economy and inject sustainable computing power into the digital and intelligent transformation of all industries and society.

Jiayida (Suzhou) Fluid Power Technology Co., Ltd. focuses on providing one-stop liquid cooling fluid system solutions and services for data center scenarios. The product portfolio covers OCP-standard UQD, UQDB and BMQC quick disconnect couplings, water manifold assemblies, Continental EPDM hoses and hose assemblies, FF9 full-flow double interlock quick disconnect ball valves as an alternative to FD83 series products, API heat exchangers, Gates data center-dedicated EPDM hoses, as well as WIKA pressure gauges and sensors from Germany.