「英中对照」LG电子签超5GW AI数据中心冷水机组协议并将在美建厂

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The company plans to build a 350,000-square-foot chiller manufacturing facility in Virginia backed by a large long-term supply agreement, it announced last week.该公司上周宣布，计划在弗吉尼亚州建设一座 350,000-square-foot 的冷水机组制造工厂，该项目以一项大型长期供应协议为支撑。

Published Oct. 9, 2026 发布于 Oct. 9, 2026

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Dive Brief:

• LG Electronics has entered into a long-term agreement with AIR Controls Concepts to supply chillers to AI data centers in North America with more than 5 gigawatts of capacity, the companies announced Monday. LG Electronics 已签订一项长期协议，合作方为 AIR Controls Concepts，将向北美洲容量超过 5 gigawatts 的 AI 数据中心供应冷水机组，两家公司周一宣布。 
• AIR is involved with mega-scale infrastructure projects across major North American data center hubs. LG will provide data centers its air-cooled centrifugal chiller, which uses cool outdoor air to lower compressor load without the need for refrigerant. LG says this refrigerant-free cooling can reduce energy use by 30% annually compared to waterside free-cooling, which is another type of technology that uses cold outside air to supplement the mechanical chiller. AIR 参与北美洲主要数据中心枢纽的超大规模基础设施项目。LG 将向数据中心提供其风冷离心式冷水机组，该机组利用室外冷空气降低压缩机负载，无需制冷剂。LG 表示，与 waterside free-cooling 相比，这种无制冷剂冷却每年可减少 30% 的能耗；waterside free-cooling 是另一类利用室外冷空气补充机械冷水机组的技术。 
• The agreement comes after LG joined Virginia Gov. Abigail Spanberger to announce it will build its first U.S. chiller factory in the state to meet rising chiller needs across North America. “This factory represents an important step in LG Electronics’ strategy to expand production capacity for advanced cooling technologies and better serve the rapidly expanding customer base in North America,” Don Kwack, CEO of LG Electronics North America, said in an Oct. 1 release.该协议签署之前，LG 与弗吉尼亚州州长 Abigail Spanberger 共同宣布，将 建设其美国首座冷水机组工厂，该厂设于该州，以满足北美洲日益增长的冷水机组需求。“这座工厂代表着 LG Electronics 战略中的重要一步，该战略旨在扩大先进冷却技术的产能，并更好地服务北美洲快速扩张的客户群，”LG Electronics North America 首席执行官 Don Kwack 在 Oct. 1 的新闻稿中表示。

Dive Insight:

LG’s data center cooling orders accounted for $428 million in the first half of 2026, according to the release. It expects orders to reach several billion dollars by the end of the year,新闻稿显示，LG 的数据中心冷却订单在 2026 年上半年达到 $428 million。该公司预计，到今年年底订单将达到数十亿美元，

and that it will achieve its 2027 chiller business revenue target of $680 million ahead of schedule.且将提前实现其 2027 年冷水机组业务 $680 million 的收入目标。

“As heat management in AI data centers emerges as a major global priority, LG aims to be a major player in the global AIDC cooling market,” said James Lee, President of the LG Electronics Eco Solution Company.“随着 AI 数据中心热管理成为全球一项重大优先事项，LG 的目标是成为全球 AIDC 冷却市场的重要参与者，”LG Electronics Eco Solution Company 总裁 James Lee 表示。

Alongside its manufacturing announcement, LG unveiled its global chip-to-chiller solution strategy, which includes its chillers, coolant distribution units and cold plates that absorb heat directly from chips. To address demand, the company is offering a direct-to-chip liquid cooling solution that it says can complement its air-cooling offerings. 在发布制造公告的同时，LG 公布了其全球芯片到冷水机组解决方案战略，涵盖其冷水机组、冷却液分配单元以及直接从芯片吸热的冷板。为满足需求，该公司推出一款直触芯片液冷解决方案，称该方案可补充其风冷产品。 

The manufacturer’s 350,000-square-foot facility will address the growing need for cooling solutions in data centers and also support the company’s other HVAC solutions, which offers U.S. customers a portfolio of heating, ventilation, air conditioning and water heating products and building controls, said Chris Ahn, president of LG Electronics USA’s air conditioning technology division. LG 电子美国空调技术部门总裁 Chris Ahn 表示，这家制造商占地 350,000 平方英尺的工厂将满足数据中心日益增长的冷却解决方案需求，并支持公司的其他暖通空调解决方案，为美国客户提供涵盖供暖、通风、空调、热水产品及楼宇控制的产品组合。 

North America has more than half of the world’s AI data centers, or AIDCs, and Virginia is the largest data center market in the U.S. As AIDCs become critical infrastructure for large-scale data processing and high-performance computing, their ability to operate without interruption depends on heat management and high-performance cooling solutions, including chillers, Ahn said. Ahn 表示，北美拥有全球一半以上的 AI 数据中心（AIDC），弗吉尼亚州是美国最大的数据中心市场。随着 AIDC 成为大规模数据处理和高性能计算的关键基础设施，其不间断运行能力取决于热管理和高性能冷却解决方案，包括冷水机组。 

AIR Control Concepts is made up of over 50 operating companies, including Advanced Thermal Solutions, Air Mission Critical, Buildings Controls and Services, Dorse, Energy Transfer Solutions and ThermAir Systems. AIR Control Concepts 由超过50 家运营公司组成，包括 Advanced Thermal Solutions、Air Mission Critical、Buildings Controls and Services、Dorse、Energy Transfer Solutions 和 ThermAir Systems。 

“Data center cooling represents a key pillar of LG’s global growth strategy, and this major supply agreement with AIR marks an inflection point for LG’s North American chiller business,” said Kwack. “This alliance leverages LG’s proven cooling innovations and AIR’s strong position with U.S. data center developers at a critical time for reliable AI infrastructure expansion.”“数据中心冷却是 LG 全球增长战略的关键支柱，与 AIR 的这项重大供应协议标志着 LG 北美冷水机组业务迎来拐点，”Kwack 表示。“在可靠 AI 基础设施扩张的关键时期，这一联盟借助 LG 久经验证的冷却创新成果以及 AIR 在美国数据中心开发商中的稳固地位。”