Double-sided cold plates are already shipping at AI cooling supplier Asia Vital Components (3017 TT). The company says they command higher prices and gross margins than single-sided designs. We see power-delivery upgrades translating into higher-value cooling products. Vertical power delivery places power components beneath the processor, shortening the path electricity travels. Those components also generate heat, creating a need to cool the underside of the board as well as the processor above it. AVC says it is working with power-supply manufacturers on these designs. Pricing and margins vary by customer configuration, while some GPU customers have already adopted double-sided cooling. For cooling suppliers, that creates a source of growth beyond server shipment volumes. A change in how the same system receives power can increase the cooling hardware it needs and the value of the supplier’s delivery.