AIGC Accelerates The Explosion Of Chip Liquid Cooling Market

     AIGC drives high growth in demand for computing power. AIGC is based on big models and big data. The generative model/multimodal approach in AIGC mainly requires intelligent computing power. In 2021, the total scale of global computing equipment computing power/intelligent computing power is 615/232 EFlops, and it is expected to increase to 56/52.5 ZFlops and CAGR65%/80% by 2030; The doubling time of average computing power has been reduced to 9.9 months.
    Chip level liquid cooling has become the mainstream cooling solution. The increase in power consumption drives the upgrade of cooling requirements: Intel CPU power consumption exceeds 350W, Nvidia GPU power consumption exceeds 700W, and AI cluster computing power density generally reaches 50kW/cabinet. Air cooling and heat dissipation have reached the ceiling of capacity: cabinet power exceeding 15kW is the ceiling of air cooling capacity, and the thermal conductivity of liquid is 15-25 times that of air. There is an urgent need to upgrade liquid cooling.