Research Reports
[Selected Topics] 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
Overview
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.
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