NVIDIA's top event, GTC 2024, is just around the corner, and it's not just a feast for the tech world, but also a stage for NVIDIA to showcase its latest technologies and innovations to the world.
As the world's leading GPU manufacturer, NVIDIA has attracted much attention at every press conference; And this time, NVIDIA will launch the B100 GPU with Blackwell architecture, which will undoubtedly become the biggest highlight of this GTC conference.
The Blackwell B100 GPU is not only a high-performance graphics processor, but also a technological leap, this GPU adopts a new immersion liquid cooling technology, which will not only greatly improve the heat dissipation efficiency, but also effectively reduce the operating temperature of the GPU, thereby improving its stability and lifespan.
More importantly, the promotion and application of this technology is expected to drive a comprehensive innovation in the entire heat dissipation market.
The immersion liquid cooling technology, with its unique heat dissipation method, provides a new solution to the heat dissipation problem of GPUs. The application of this technology will not only bring stronger competitiveness to NVIDIA's GPU product line, but also lead the technological development direction of the entire cooling industry. In the future, we expect to see more manufacturers adopting this technology, driving technological advancement and innovation across the industry.
Why?
Compared with the current H series, the overall performance of the B100 series has been significantly improved. This is reflected not only in the significant increase in computing performance, but also in the improvement of energy efficiency.
In addition to the overall performance improvement, the B100 series has also been greatly enhanced in terms of memory capacity and AI performance. In terms of heat dissipation technology, the B100 series has also been upgraded. It is worth mentioning that Nvidia has decided to start with the B100 series and shift the heat dissipation technology of all its products to liquid cooling.
In the epoch-making wave of technological innovation, China Telecom once again leads the trend, planning to build an intelligent computing center cluster in Shanghai that can support the training of trillion-parameter large models.
According to the latest news, this intelligent computing center cluster will adopt the scheme of building a new domestic computing power of 10,000 cards in a single pool, becoming the first domestic ultra-large-scale computing power liquid-cooled cluster that supports a single pool of 10,000 cards. According to the International Data Corporation (IDC)**, with the continuous advancement of technology and the expansion of application scenarios, the market size of China's liquid-cooled servers will continue to grow, and it is expected that by 2027, this market size will reach 8.9 billion US dollars; Among them, cold plate liquid cooling has become the mainstream technology of liquid-cooled data centers, accounting for as much as 90% of China's liquid-cooled server market. In the field of liquid cooling technology, the liquid cooling project of NVIDIA B100 has been provided by the foundry Inventec, and this year, the AI server market is still dominated by NVIDIA products, and its B100 products will start mass production in the fourth quarter; For the future development of the market, Inventec expects from this year to the future.
In the next two to three years, it is expected to maintain double-digit growth every year. 
With the continuous development and progress of artificial intelligence technology, it is expected that the demand for AI servers will show explosive growth in 2024, which will put forward higher requirements for heat dissipation technology.
Driven by the demand for AI servers, the upgrade of cooling products is expected to accelerate. Among them, water cooling and heat dissipation technology, as an efficient heat dissipation method, is expected to be better in the future. It is expected that from the second half of 2024, liquid cooling products will begin to be shipped in small quantities and show explosive growth in 2025. At that time, the penetration rate of liquid cooling products will remain at the level of 20%-30%, becoming one of the important cooling solutions in data centers. In addition, with the continuous advancement of technology and the reduction of costs, the application range of liquid cooling products will become more and more extensive in the future. Not only in the field of data centers, but also in other fields that require efficient heat dissipation, such as electronic equipment, medical equipment, etc. Therefore, liquid cooling products have broad market prospects and development potential. 
It is also after a long period of research that the following ones have been sorted out.
1. Unisplendour Co., Ltd.: The company's Ziguang Xiaotong signed a first-class agreement with NVIDIA, marking a closer cooperative relationship between the company and NVIDIA. The collaboration also resulted in a new product: the H3C UniServer R4900LC G5 liquid-cooled server and its core liquid-cooled system.
2. Accelink: As a member of the Immersion Liquid Cooling Intelligent Computing Industry Development Alliance, Accelink has deep strength in liquid cooling technology. At present, the company has released a full set of liquid-cooled optical module products, which can meet the needs of different customers. It is worth mentioning that Huawei is also one of Accelink's important customers, and the company is expected to make greater breakthroughs in the field of liquid cooling technology in the future. 3. Gaolan shares: In terms of server liquid cooling business, Gaolan shares have three solutions: cold plate liquid cooling, immersion liquid cooling and container liquid cooling. These solutions can meet the needs of different scenarios and provide customers with more flexible and reliable services. At the same time, Gaolan is also constantly exploring and researching new liquid cooling technology to further improve the energy efficiency and stability of servers. 4. Shuangliang energy-saving: Shuangliang's energy-saving CDM liquid-cooled heat exchange module has unique advantages in the heat exchange module of fully immersion liquid-cooled server and the tail end cooling tower equipment. The company's net profit increased by 68% year-on-year98%, which indicates that the company has achieved remarkable results in the field of liquid cooling technology. In the future, Shuangliang Energy Conservation is expected to continue to maintain its leading position in the field of liquid cooling technology. 5. Kehua Data: The liquid cooling technology independently developed by Kehua Data has been applied to its data centers and energy storage products. The company's net profit increased by 54% year-on-year39%, which shows that Kehua Data has achieved good economic benefits in the R&D and application of liquid cooling technology. In the future, Kehua Data is expected to further strengthen its R&D and application in the field of liquid cooling technology to provide customers with more efficient and reliable products and services. 
In the end, the home is the most optimistic, and the logic is as follows.
The company is a leader in the field of data center energy, and is one of Huawei's ecosystem partners. They focus on the R&D and application of liquid cooling technology, especially in the field of data centers.
In order to meet the market demand, the company continues to introduce innovative liquid-cooled air conditioning products, which not only have the characteristics of high efficiency and energy saving, but also have excellent performance.
Although the company's market capitalization is small, its technical strength should not be underestimated.
Recently, the five major institutions and tour capital have been **the company's**, and nearly 80 million funds have attracted the company's **attention; At present, 67% of the funds have been raised, showing the strong confidence of the market in the company.
From a technical point of view, the company's ** shows a reversal trend of the multi-party gun.
This trend suggests that the trend has gradually recovered from the trend and is expected to continue; At present, the ** is in the trend of air refueling, and the market is expected to soar from 7 yuan to 21 yuan, achieving triple growth!
(The last one, the avatar is a small envelope, and it is 8, and it is immediately displayed**, not Pinglun District).