Reported 11 months ago
On June 9, 2024, the value of the GB200 server rack's cooling system was estimated to be 11 times that of H100 air cooling, and 19 times that of traditional servers. It is projected that by 2027, the overall server cooling market will grow fourfold compared to 2024. The competition among heat dissipation providers intensifies as liquid cooling gains popularity, with companies like Chi Hung, Double Rainbow, and Jianzhun increasing their capital expenditures significantly. The article also discusses expansions in production capacities in China and Vietnam, stating that the liquid cooling revenue share is expected to reach 5-10% this year, a significant increase from the previous year's 2%. Several companies are focusing on improving liquid cooling technology and expanding production capacities to meet the rising demand.
Source: YAHOO