The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

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2024-09-11

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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＞

Sector: AI Server / Data Center Semiconductors

Tag: NVIDIA Blackwell Liquid Cooling ASIC AI Chip AI Server Server GPU Competitive Landscape CSP Market Size Penetration Rate Supply Chain Technology Roadmap Trade War NVIDIA

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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

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