Nvidia Blackwell Will Drive Demand For Liquid Cooling Solutions
The NVIDIA Blackwell platform will officially increase in volume by 2025, replacing the existing Hopper platform and becoming the main solution for NVIDIA's high-end GPU (graphics processing unit), accounting for nearly 83% of the overall high-end products.
In AI Server models such as B200 and GB200 that pursue high efficiency, the power consumption of a single GPU can reach over 1000W. The HGX model is equipped with 8 GPUs per unit, while the NVL model has 36 or 72 GPUs per cabinet. The increase in energy consumption will promote the development of the AI Server water cooling supply chain.