[The concept of liquid-cooled servers rebounded with shock and Far East shares hit the daily limit] On September 9th, the concept of liquid-cooled servers rebounded in the afternoon, with Far East shares hitting the daily limit, followed by 800 million Spacetime, Science and Technology Innovation Source, Gaolan Shares, Ice Lun Environment, Dunan Environment, etc. According to the news, in early September, NVIDIA Vera Rubin was fully put into production and officially written into the full liquid-cooled reference design. The single-chip TDP has been increased to about 2300W, and the power of a single cabinet far exceeds the traditional air-cooled heat dissipation limit. The heat dissipation demand boundary has extended from GPUs and CPUs to switches and optical module Cage full links. Liquid cooling technology is being upgraded from a computing power support to an essential infrastructure requirement for AI data centers. The value and penetration rate of a single cabinet are rising simultaneously.