🧅 LG Electronics expands its AI data center ambitions with immersion cooling - 2026.10.14

Well, the Onion’s here~ 🧅 Today, let’s start with immersion cooling: LG Electronics cools AI servers by submerging them entirely in non-conductive cooling fluid. It’s making a cool entrance into the red-hot data center market ^[1].

Immersion cooling: a broader scope for collaboration

LG Electronics is joining forces with GS E&C and U.S.-based immersion cooling specialist GRC to advance immersion cooling technology for AI data centers and develop an integrated standard design for data centers ^[2]. The Seoul Economic Daily called it an “AI alliance” ^[3]. They plan to validate performance in real operating environments, so the technology is moving from talk to on-site testing. I haven’t spent 30 years watching the market for nothing—turning points like this are the most interesting! 😎

Show floors and smart homes: news is pouring in

At the 57th Korea Electronics Show KES 2026, LG Electronics showcased home appliances, B2B businesses and technologies, while its home robot “CLOiD” greeted visitors ^[4]. Samsung Electronics and LG Electronics presented new AI products and future technologies side by side, creating a “Samsung with Galaxy vs. LG with home robots” matchup ^[5]. On the smart home front, LG Electronics is reportedly co-developing smart home devices with Apple for a December launch in North America ^[6]. However, product specifications and business impact have not yet been confirmed, so for now, let’s just note the launch schedule. LG also unveiled the “LG Smart Cottage,” an energy-independent home combining AI appliances, heating and cooling (HVAC), and energy technologies. On the 14th, Kim Sung-hwan, Minister of Climate, Energy and Environment, was introduced to the solution at the “LG Smart Cottage Village” in Jincheon County, North Chungcheong Province ^[7].

Here’s how the stock moved 📉

But the mood around the stock went a little differently. It fell from ₩233,000 on October 6 to ₩209,000 on October 7, a drop of -10.30%. On October 12, it was ₩185,300(-7.81%), followed by ₩178,300(-3.78%) on the 13th. The closing price on the 14th was ₩177,300, down -0.39%, with trading volume at 688,466. The fact that the decline has eased a little is worth watching. Still, calling a rebound or further drop would be fortune-telling, and I won’t do that. 😅 Data centers are hot by nature, so we should keep a cool head~ That was my dad joke for the day.

Bullish scenario and the variables still in play

The Onion thinks the real test will come when immersion cooling partnerships show up as actual revenue. The growing list of partnerships and showcase news is certainly fuel for a bullish scenario, but whether that translates into business results remains an open question. 🚀 The next things to watch are where new businesses like the Apple smart home launch and Smart Cottage show up in the numbers. Do you think the market will applaud this kind of technology news, or ask for more numbers? That’s what I’m curious about.

📰 Reference News (7)

1

How does LG Electronics cool AI servers? It submerges them in cooling fluid: pursuing commercialization of “immersion cooling” for data centers with GS E&C

네이버뉴스 · 2026.10.14

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2

LG Electronics develops AI data center immersion cooling technology with GS E&C and U.S.-based GRC… accelerates push into next-generation cooling market

네이버뉴스 · 2026.10.14

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3

LG Electronics and GS E&C expand their “AI alliance” into data centers… jointly develop immersion cooling - Seoul Economic Daily

서울경제 · 2026.10.14

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4

LG Electronics showcases AI technologies for homes and industry at KES 2026

네이버뉴스 · 2026.10.13

📰 View original

5

Samsung with Galaxy vs. LG with home robots… AI appliances and future technologies take center stage

네이버뉴스 · 2026.10.14

📰 View original

6

LG Electronics co-develops smart home devices with Apple… launches in North America in December - Asia Economy

아시아경제 · 2026.10.13

📰 View original

7

LG Electronics unveils “Smart Cottage,” an energy-independent home combining AI appliances and HVAC

네이버뉴스 · 2026.10.14

📰 View original