A[Orders scheduled until the end of the year, the 100 billion liquid cooling track is accelerating to heat up] August 30th, in the past, data centers mainly relied on fans and air conditioners to "cool". However, after the accelerated implementation of high-power computing clusters such as Wanka Intelligent Computing Center and super nodes, chip power consumption continues to rise, making traditional air cooling increasingly difficult. As a result, liquid cooling was quickly pushed to the forefront. Industry insiders said that after the power of a single machine exceeds 100 kilowatts, the pressure of cold plate liquid cooling will increase significantly; when the power of the AI server cabinet reaches more than 200 kilowatts, the immersion solution will have more advantages. With the expansion of demand, competition quickly spread to the production side. On the high-end AI server production line in Jinan, Shandong, a batch of liquid-cooled servers are being assembled and tested and are about to be delivered and put into production; in Laixi, Qingdao, Shandong, there is a liquid-cooled core equipment component CDU assembly line, and orders have been scheduled until the end of December; in Foshan, Guangdong, a liquid-cooled component manufacturer's orders, output value, and delivery volume this year have all increased nearly 100% year-on-year. CCID Consulting data shows that China’s liquid cooling data center market size will reach 15.98 billion yuan in 2025, a year-on-year increase of 45.2%. According to predictions from industry organizations, the global smart computing liquid cooling market may exceed 100 billion yuan in 2026. As long as the power of AI servers continues to rise, the density of cabinets continues to increase, and the construction of smart computing centers continues, the smart computing liquid cooling market will continue to expand. (CCTV Finance)
— All loaded —