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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Last Modified

2024-09-11

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Overview

TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projected to reach 20-30% by 2025. Blackwell's high performance and power consumption will accelerate the adoption of liquid cooling solutions, prompting ODMs, power supply, and cooling solution providers to actively expand into the liquid cooling market. Additionally, the rising global awareness of ESG and CSPs' investments in AI servers will further promote liquid cooling technology. Due to trade conflicts, cooling suppliers are accelerating expansion in Southeast Asia to seize growth opportunities in the AI accelerator and liquid cooling markets.

＜Total Pages：7＞

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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Overview

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[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

[Selected Topics] Near-Eye Display: Market Trends and Display Technology Development Analysis

[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

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[Selected Topics] DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

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[Selected Topics] As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

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[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

Download Report

USD $300

Membership

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[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

[Selected Topics] Near-Eye Display: Market Trends and Display Technology Development Analysis

[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

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