AI data centers are driving power and thermal architecture upgrades. Delta and LiteOn report cloud revenues exceeding half their totals, expanding capital expenditure to counter material shortages and...
TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
As AI server platforms advance, power architectures evolve into multi-track systems, and cooling accelerates toward full liquid solutions. Delta and LiteOn capture cloud service provider and new platf...
As NVIDIA and ASIC platforms expand, AI data center power and liquid cooling capacities face tightening supplies. Chinese firms Megmeet and Honor have successfully entered global supply chains, achiev...
CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates.
As AIDC enters a high-power era, competition shifts to power and cooling infrastructure. Power architectures move toward HVDC, while cooling upgrades to liquid systems. Leading firms are integrating "...
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro...
Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.
