Do you know what a liquid-cooled server is? Is it better than a traditional server? Let's talk about it today.
Liquid-cooled servers are servers that use liquid cooling technology to replace traditional air-cooled technology.
Traditional servers usually use fans and heat sinks to dissipate heat, but with the improvement of server performance and the expansion of data center scale, traditional heat dissipation methods can no longer meet the requirements of high efficiency and energy saving.
Liquid-cooled servers, on the other hand, directly or indirectly circulate coolant to the heat-generating parts of the server, so as to achieve more efficient heat dissipation.
Liquid cooling technology can be divided into two types: direct contact and indirect contact. In direct contact liquid cooling, the coolant is in direct contact with the heat-generating parts, and the heat is transferred to the coolant by heat conduction, which is then carried away by the coolant circulation.
In indirect contact liquid cooling, the coolant is exchanged with the heat-generating parts through a heat exchanger to transfer and dissipate heat.
With the increasing attention to energy conservation, emission reduction and sustainable development around the world, countries have introduced relevant policies to promote the construction and development of green data centers.
For this reason, I have repeatedly reviewed and studiedLao Chen will "liquid-cooled server."The concept has been carefully sorted out, and 4 high-quality leading enterprises have been selected, especially the best one, the certainty opportunity is extremely high, and it is recommended to collect it!
1. J&R technology
Total market capitalization: 293.6 billion
At present, the company's liquid cooling equipment mainly includes liquid injection test equipment and drainage drying nitrogen injection equipment. The liquid injection test equipment is mainly used for the testing of liquid-cooled cabinet server products, and the drainage drying nitrogen injection equipment is mainly used for the testing of liquid-cooled cabinet server products. Since the company is a new entrant in the field of network communications, the absolute amount of revenue generated by this business is small.
2. Accelink.
Total market capitalization: 26.2 billion
The company is a member of the Immersion Liquid Cooling Intelligent Computing Industry Development Alliance, and is one of the important participants in relevant standards, process research and practice, and has released related products.
3. Chuanrun shares.
Total market capitalization: 217.2 billion
The company has liquid cooling and temperature control technology and product reserves in artificial intelligence applications such as data centers, cloud computing, IDC, and communication networks.
4. Give another chance
I also selected a soon-to-be-launched "liquid-cooled server" concept, Hillhouse Capital is heavy and is expected to double the main rising wave, and the optimistic logic is as follows:
The company has launched related products in liquid cooling and is actively developing innovative liquid-cooled air conditioners to further improve the existing product platform, provide liquid cooling solutions for IDC customers, and enhance the company's competitiveness in the IDC field.
The stock price is currently in an upward trend, which is in line with the dragon turning back strategy + a high concentration of single-peak chips. Recently, large funds have continued to enter the market, and the overall trend is upward, and the current daily K, weekly K, and monthly K are all in the golden cross area.
Low price low + low valuation,The bottom of the price limit was started, and it broke through the annual line strongly, the MACD three-line golden cross, and the main high-control disk.
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