Artificial Intelligence Has Spurred The Rapid Development Of Liquid Cooled Servers

    The wave of emerging technologies such as artificial intelligence is surging, and the era of computing power is rapidly approaching. As the cornerstone of computing power, servers are developing towards diverse computing, green and low-carbon directions. Especially with the continuous promotion of the "dual carbon" policy, green and low-carbon liquid cooled servers are highly favored. Nvidia's upcoming B100 CPU will adopt liquid cooled cooling technology, which has made the liquid cooled server sector highly sought after in the A-share market.
   According to reports, this is a groundbreaking technological innovation for the overall AI server market. According to IDC's estimate, the market size of liquid cooled servers in China will reach 8.9 billion US dollars in 2027. Guohai Securities believes that it is expected that in 2024, the demand for AI servers will drive the demand for heat dissipation, and the penetration rate of liquid cooling products will continue to increase. The upgrading of heat dissipation products is expected to accelerate.