How Ecolab (ECL) Uses CoolIT to Move Deeper Into Water-Efficient AI Data Center Cooling

Ecolab Inc. (NYSE:ECL) is one of the best water infrastructure stocks to buy as AI data centers strain resources. On June 1, 2026, CoolIT Systems announced that it had developed a 15kW coldplate design for single-phase direct liquid cooling, delivering nearly four times the capacity of its previously demonstrated coldplate and extending its roadmap for future ultra-high-density AI infrastructure.

The update is relevant to Ecolab because the company agreed on March 20, 2026, to acquire CoolIT Systems for approximately $4.75 billion in cash. CoolIT’s 15kW coldplate was validated using a standard water-glycol coolant at 1.2 liters per minute per kilowatt, with system-level performance suitable for 45°C warm-water cooling environments. That ties directly into the water-efficiency side of AI infrastructure, since higher-density GPUs and accelerators are pushing data centers toward liquid cooling systems that move heat through engineered fluid loops instead of relying only on traditional air cooling.

Ecolab Inc. (NYSE:ECL) provides water, hygiene, infection prevention, digital monitoring, water treatment, chemistry, and operational efficiency solutions for customers across industrial, institutional, healthcare, life sciences, microelectronics, food, hospitality, data center, and power markets.

While we acknowledge the risk and potential of ECL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ECL and that has 10,000% upside potential, check out our report about the cheapest AI stock.

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