Lates News

CITIC Securities stated that the increasing demand for liquid cooling for custom ASIC chips and NVIDIA GPUs in AI servers from companies such as Google, Meta, Microsoft, and AWS is evident due to the rise in power density in thermal design. With the continuous mass production of ASIC chips and NVIDIA GB300, the market space for liquid cooling will significantly expand. Domestic liquid cooling companies with excellent comprehensive capabilities in technology, product quality, cost, and service are optimistic about the potential for domestic companies to expand overseas.