Executive Brief
AIR & LIQUID COOLING TECHNOLOGY LIMITED (ALC) is a specialized thermal management firm focused on the "Post-Air Cooling" era of data centers. They provide modular Rear Door Heat Exchangers (RDHx) and Cooling Distribution Units (CDU) specifically designed for high-density AIGC (AI-Generated Content) infrastructure, where power densities exceed 100kW per rack. Their value proposition centers on PUE efficiency (<1.1) and modular retrofitting of legacy air-cooled facilities into high-performance liquid-cooled environments.
Strategic Fit & Lead Score
Lead Score: 78/100 (Strong Strategic Partner / Component Supplier)
Why this Score? ALC is solving the "macro" thermal problem (moving heat from the rack to the facility). However, as they target 100kW+ per rack for AI clusters, the "micro" thermal problem—the Thermal Resistance Bottleneck at the chip-to-liquid interface—becomes the limiting factor. 6C’s Polycrystalline Diamond (PCD) is the ultimate physical solution to this bottleneck. While ALC focuses on the plumbing and heat exchange systems, 6C provides the material science to ensure that the heat actually reaches their liquid loops efficiently enough to maintain the PUE targets they promise.
6C Solutions Proposal
| Application Area | 6C Solution | Technical Value Prop |
|---|---|---|
| Chip-Level Heat Spreading | PCD Wafer Inserts (Up to 5") | Integration of Diamond heat spreaders between the GPU/ASIC and ALC’s cold plates. Diamond’s thermal conductivity (>2000 W/mK) is 5x that of copper, eliminating "hot spots" that cause thermal throttling in AI clusters. |
| Cold Plate Enhancement | Direct Diamond Coating | Using MPCVD to deposit a thin diamond layer directly onto ALC's micro-channel cold plates. This increases surface area for heat transfer and provides a chemically inert barrier against coolant corrosion/erosion. |
| Water Quality Monitoring | BDD Electrochemical Sensors | ALC’s "Zero-Leak" and reliability promise requires pristine coolant. Boron-Doped Diamond (BDD) sensors can detect trace impurities or pH shifts in the secondary cooling loop with higher sensitivity and longevity than standard probes. |
| High-Power RF / Power Ops | SCD Substrates | For the power conversion modules within ALC’s CDUs. Replacing SiC with Diamond-based power electronics reduces heat generation at the source, further lowering the cooling load. |
| Next-Gen R&D | Custom MPCVD System | As ALC scales, they may wish to develop proprietary "Diamond-Liquid" hybrid cold plates. 6C can provide a turnkey MPCVD reactor for their R&D team to prototype advanced thermal composites. |
Engagement Hooks
- Technical Question for Mr. Xin Hu (R&D): "As ALC pushes rack densities beyond 100kW for AIGC clusters, at what point does the thermal interface resistance (TIM) and the heat spreader's lateral conductivity become the primary bottleneck for your RDHx systems, and have you benchmarked PCD (Polycrystalline Diamond) to reduce junction temperatures?"
- Value Statement: "6C can help ALC bridge the 'Thermal Gap' between high-wattage AI silicon and your liquid cooling loops. By integrating 6C’s CVD Diamond components, ALC can deliver the world’s first 'Diamond-Ready' cooling architecture, ensuring PUE < 1.1 even at peak compute loads where copper and aluminum reach their physical limits."