Ruijie Networks Co Ltd: A Strategic Player in the Evolving AI Infrastructure Market
In the rapidly evolving landscape of artificial intelligence (AI) and data center technologies, Ruijie Networks Co Ltd, a prominent Chinese company listed on the Shenzhen Stock Exchange, is making significant strides. With a market capitalization of 542,579,526,626 CNY and a close price of 68.21 CNY as of August 14, 2025, Ruijie Networks is well-positioned to capitalize on emerging opportunities in the AI infrastructure sector.
The Rise of Liquid Cooling Technology
The demand for high-power chip servers in data centers is surging, driven by advancements in AI-generated content (AIGC) technology and rapid iterations in the semiconductor industry. This has led to unprecedented challenges in heat dissipation and energy consumption. In response, liquid cooling technology has emerged as a critical solution for efficient heat dissipation, energy savings, and carbon reduction in data centers.
Recent market trends indicate a significant uptick in the adoption of liquid cooling servers. On August 18, 2025, several companies, including Ruijie Networks, experienced a surge in stock prices, with some reaching their historical highs. This surge is attributed to the expanding market size for liquid cooling servers, with internet enterprises and operators leading large-scale deployments. Analysts from Zhejiang Securities estimate that the market size for liquid cooling technology could reach 354 billion CNY by 2025, further expanding to 716 billion CNY in 2026 and 1,082 billion CNY by 2027.
AI Infrastructure and Investment Trends
The global AI infrastructure is witnessing a significant investment boom. OpenAI is reportedly planning a trillion-dollar AI infrastructure buildout, while major cloud service providers like Google and Microsoft are ramping up their capital expenditures. Google has increased its 2025 capital expenditure target from 750 billion USD to 850 billion USD, reflecting the growing demand for AI data centers (AIDC).
In China, the AIDC sector is experiencing a bullish trend, with companies like Ruijie Networks at the forefront. The AIDC board on the A-share market saw a strong performance on August 18, 2025, with liquid cooling concept stocks, including Ruijie Networks, achieving historical highs. This trend underscores the increasing importance of AI infrastructure in supporting the rapid growth of AI technologies.
Market Dynamics and Institutional Interest
Ruijie Networks has attracted significant institutional interest, as evidenced by its performance on the Shenzhen Stock Exchange’s “Lion and Tiger” board. On August 18, 2025, the company saw a trading volume of 15.77 billion CNY, with a turnover rate of 21.34%. Institutional net purchases amounted to 2.789 million CNY, while the Shenzhen-Hong Kong Stock Connect net purchases reached 5.865 million CNY.
The company’s strategic focus on AI infrastructure and liquid cooling technology positions it well to benefit from the ongoing AI revolution. With a projected net profit increase of 160.11% to 231.64% in its mid-year report for 2025, Ruijie Networks is poised for continued growth.
Conclusion
Ruijie Networks Co Ltd is strategically positioned to leverage the burgeoning opportunities in the AI infrastructure market. With a strong focus on liquid cooling technology and a robust institutional backing, the company is well-equipped to navigate the challenges and capitalize on the growth potential in the AI-driven data center landscape. As the global AI infrastructure continues to expand, Ruijie Networks is set to play a pivotal role in shaping the future of AI technologies.