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The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain, and the Penetration Rate of Liquid Cooling for AI Server Chips Will Reach 20-30% in 2025

Last Modified

2024-09-11

Update Frequency

Aperiodically

Format

PDF

Overview

According to latest research by global market intelligence firm TrendForce, demand in the global AI server market will remain strong through 2024...

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AI Server PackageRelated Reports

NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

2025/03/19

DRAM

PDF

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

2025/03/14

AI Server/HBM/Server

PDF

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

2025/03/11

AI Server/HBM/Server

PDF

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

2025/03/03

AI Server/HBM/Server

PDF

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

2025/02/27

AI Server/HBM/Server

PDF

Implications and Impact of DeepSeek

2025/02/25

DRAM

PDF

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