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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...
AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies.
AI data centers are undergoing structural upgrades, with HVDC and independent power racks becoming the standard. As power density exceeds critical thresholds, demand for liquid cooling and power suppl...
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