Zhongke Dawn: In the future, with the large-scale construction of the National Center for Smart Computing, it is expected to increase the overall gross profit margin of Subcom's subsidiary.
On May 12th, Zhongke Shuguang stated on the interactive platform that the current domestic liquid cooling penetration rate is less than 10%. With the increasing demand for computing power brought by artificial intelligence, the power density of single machine cabinets is increasing. Liquid cooling is gradually changing from an "optional item" to a "necessary item". The C8000 V3.0 released by its subsidiary, Sichuang, is the world's first megawatt-level liquid cooling solution and the only enterprise in China that has achieved large-scale commercial deployment of immersion phase-change liquid cooling. The gross profit margin of immersion phase-change liquid cooling revenue is usually higher than that of cold plate liquid cooling revenue. In the future, with the large-scale construction of the National Smart Computing Center, it is expected to improve the overall gross profit margin level of its subsidiary, Sichuang.
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