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Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025

Last Modified

2024-10-30

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Aperiodically

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PDF

Overview

According to the latest survey by the global market intelligence firm TrendForce, NVIDIA’s GB200 rack solutions are set to be shipped by the end of this year...

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Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025

Overview

Spotlight Report

DRAM Monthly Datasheet Oct. 2024

NAND Flash Monthly Datasheet Oct. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

DRAM Contract Price Jul. 2024

AI Server PackageRelated Reports

SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method

NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

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

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

Analysis of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Oct. 2024

NAND Flash Monthly Datasheet Oct. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

DRAM Contract Price Jul. 2024

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