Liquid cooling refers to the technology of using liquid instead of air as a refrigerant to exchange heat for heat-generating parts and take away heat. The development of emerging technologies such as artificial intelligence and big data has made data centers face greater challenges in energy consumption and heat dissipation, and liquid cooling technology has a better cooling effect, effectively improving the efficiency and stability of servers, and at the same time enabling data centers to deploy more servers per unit space.
After the market, there was a blockbuster good news in the market, which was closely related to the account of 200 million**, which attracted widespread attention. With the rapid development of AI technology and the wide application of large models, the demand for computing power has increased dramatically. This trend not only promotes the continuous improvement of computing power technology, but also puts forward higher requirements for data center heat dissipation technology.
According to an authoritative organization**, from 2022 to 2027, the compound annual growth rate of China's night cooling server market will be as high as 547%, and by 2027, the market size will reach 68.2 billion yuan. In the rapid development stage of artificial intelligence, the domestic liquid-cooled server market is expected to usher in explosive growth, bringing huge business opportunities and performance take-off for related companies.
Looking back on history, every AI plus segment has given birth to a low-priced benchmark stock. For example, Thundertech in the field of AI plus **, Cambridge Technology in the field of AI plus optical modules, Hongbo shares in the field of AI plus computing power, etc.
Now, in the field of the combination of AI and liquid-cooled servers, a new big ** may also emerge. For investors who missed the above opportunities, these two AI+ liquid-cooled server concept stocks may be new opportunities.
Among them, Inspur Information, as the world's largest server manufacturer, has built the largest liquid-cooled data center R&D and production base in Asia, with an annual production capacity of more than 100,000 units, and has achieved the industry's first large-scale delivery of cold-plate liquid-cooled cabinets.
Another promising company is Huawei, Microsoft's gold medal heat dissipation field leader, and has in-depth cooperation with Xiaomi, Tesla and other well-known enterprises. The company's net profit has increased by 4,200%, and the stock price is still at a low level, with a market value of less than 10 billion. Once incremental funds enter the market, the stock price is expected to take off at any time.
For friends who are interested in these two AI+ liquid-cooled server concept stocks.
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