The rise of AI and HPC workloads has significantly increased GPU power consumption, from a few hundred watts to over 2,300W in the Rubin generation. This evolution has elevated cooling from a mere sup...
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
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...
AI servers and chips up; GPU and in‑house ASIC advance. Liquid cooling grows; storage favors higher capacity.
Cloud providers lift AI Capex to new highs; rack-scale GPU and custom ASICs rise, liquid cooling spreads.
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penet...
The surge in AI applications has fueled the development and growth of the semiconductor industry but has also brought new challenges. Apart from advanced process technology nearing physical limits and...
Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth...
Global cloud data centers rapidly adopt liquid cooling as the standard for AI server cooling, driving supply chain growth.
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.
This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPU...
In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward H...
As power consumption and thermal density in AI servers soar, traditional air-cooling methods are increasingly inadequate when it comes to meeting the demand of high-performance computing (HPC). Liquid...
According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected...
