According to the latest news, China Telecom plans to build a uniquely designed computing ultimate channel shape to support the training of the trillion-parameter large model in Shanghai. It is reported that this plan will provide the first ultra-large computing capacity liquid cooling cluster in China that supports trillions of parameters, and its computing capacity has reached 10,000 calories. This will inject new impetus into China's scientific and technological development and innovation, and herald an important step forward in the field of supercomputing.
In 2024, due to the increase in demand for AI servo servers and the increase in heat dissipation demand, the upgrade of heat dissipation products is expected to accelerate, and the future of water cooling and heat dissipation is expected to be good. Liquid cooling products will be shipped in small quantities from the second half of 2024 and are expected to show the highest growth in 2025.
According to IDC, China's liquid-cooled server market will reach $8.9 billion in 2027. As cold plate liquid cooling has become the mainstream of liquid-cooled data centers, it accounts for 90% of the liquid cooled server market in China. The demand for AI servers is driving the need for cooling.
The core goal of liquid-cooled servers, especially cold-plate liquid-cooled servers, combed through 4 companies with core technologies and products, and shared them with their families:
The first Maxim company, whose products are widely used in customers' liquid cooling related products, has also researched and reserved aluminum alloy precision die-casting liquid cooling technology.
The second Sunsea Intelligence, the company has self-made liquid freezers and cold aisles, which can be applied to teaching aid centers.
The third company, Emicon, launched liquid-cooled related products, actively developed innovative liquid-cooled air conditioners, further improved the existing product platform, provided liquid cooling solutions for IDC customers, and enhanced the company's competitiveness in the ADC field.
Pay special attention to the remaining companies. More than 95% of the company's revenue comes from the field of temperature control, which is very authentic. The company has 6 core technologies for liquid-cooled servers, and has been making contributions to Huawei since 2017. The friend who wants to click on my avatar, go to my homepage, send the number 88 in the message field, and it will be automatically displayed.