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

Update Frequency

Aperiodically

Format

PDF

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＞

Category: Semiconductors

Spotlight Report

Selected TopicsRelated Reports

High Server DRAM Demand Drives Expansion by Major Suppliers

2025/11/24

DRAM

PDF

2026 Global Data Center Trends: Rack Solutions

2025/11/20

AI Server/HBM/Server

PDF

AI Optical Networks Evolution: 2025 Efficiency and Sustainability Insights

2025/11/17

Telecommunications

PDF

CXMT: 2026 Output Growth & LPDDR4X Market Leadership

2025/11/13

DRAM

PDF

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

2025/11/12

DRAM

PDF

AI Performance Drives Enterprise SSD Dominance in Storage - 2026 Trends

2025/11/12

NAND Flash

PDF

Download Report

USD $2,000

Membership

Selected Topics
Selected Topics-TF-0002_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

Popular Keywords

Research Reports

USD $2,000