In the era of rapid expansion of artificial intelligence, the support of data computing power is crucial. Nowadays, with the development of parallel computing networks, heterogeneous architectures have become mainstream. AI servers no longer only use traditional CPU chips, but add a large number of high-power GPU chips, so the power of the whole machine is greatly increased. From the previous CPU servers of several hundred watts to the current GPU heterogeneous servers of several kilowatts, the thermal power consumption has increased by dozens of times. In such a situation, traditional air cooling can no longer meet the heat dissipation requirements of AI server cabinets, so liquid cooling has become a "must-have" for AI servers.
Although liquid cooling technology has been developed for a long time, it was mainly driven by PUE-related policies in the past. In practice, air cooling still dominates, as it is still able to meet most of the heat dissipation needs. However, with the advent of the AI computing era, the demand for GPU servers has increased, so the application of liquid cooling technology has undergone fundamental changes.
On the news, Dell's AI server business performed better than expected, causing the stock price to rise nearly 32% over the weekend; Nvidia may upgrade the heat dissipation technology of its strongest AI chips, thereby changing the way the market controls temperature; And Apple also announced that it will cost 47US$500 million to purchase 20,000 AI servers to strengthen our presence in the AI field.
At present, liquid cooling has become an important part of the AI upstream industry and will play a vital role in the future.
According to the latest news, the night cooling server industry will usher in a wave of upsurge next week. But unlike usual, the focus of the market has no longer focused on companies such as Inspur and Zhongke, but has turned to the following 5 leaders in the field of night cooling. Hongbo, which is expected to crush 5 times in March, ushered in a highlight moment, because with the accelerated construction of the policy support calculation center, the first year of the real rigid demand volume of the liquid cooling industry is expected to accelerate, which will detonate a new round of hype wave of leaf cooling.
With the advent of the computing era, the demand for GPU servers has grown explosively, bringing new development opportunities for liquid cooling technology. In addition, Huawei's 2024 Top 10 Data Center Energy Trends also clearly pointed out that computing chips need to be cooled by liquid cooling, because liquid cooling technology has higher heat dissipation efficiency and lower energy consumption than traditional air cooling technology.
With the continuous increase of domestic policy support for the construction of computing centers, it not only provides a strong policy guarantee for related industries, but also provides a broad development space for excellent server manufacturers. At the same time, this also means that the first year of the real rigid demand of the liquid cooling industry is expected to accelerate.
The first: Invic Company, whose liquid-cooled full-chain solutions applied in the computing industry have a mature and complete layout.
The second: Sugon, which is not only the leader of the domestic supercomputing industry, but also the leader of Yeleng data center.
The third company: the third place is Gaolan shares, the company has also made important progress in the data center leaf cold industry, which has become one of the important development directions of the company in the future.
Fourth: Inspur Information Company, which has also achieved a site-wide layout in the field of night cooling, and released site-wide night cooling products.
The fifth, the more optimistic one
1. Incorporate "all in liquid cooling" into the company's development strategy, deploy full-stack liquid cooling, and release full-stack liquid cooling products. The company's AI server market share has ranked first in the world for 3 consecutive years and in China for 6 consecutive years, making it the global AI server leader.
2. More than 10 major institutions hold heavy positions, and the main force absorbs more than 65%.
3. From a technical point of view, the multi-party gun of the daily limit has come out of the reversal trend, and is currently in the air refueling trend, and the main force continues to flow in, and it is about to embark on the main rising wave.
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