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Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025
Last Modified
2024-10-30
Update Frequency
Aperiodically
Format
TrendForce forecasts that shipments of liquid cooling solutions will surge with the launch of NVIDIA's Blackwell and B300 series AI servers. The GB200 NVL72 is expected to adopt a liquid-to-air (L2A) cooling solution in 2025, with GB Rack AI servers projected to account for 41% of NVIDIA's AI server shipments, becoming a primary driver of the AI liquid cooling market. Taiwanese cooling suppliers such as Auras and AVC are actively expanding capacity to meet customer demand.
＜Total Pages：7＞
Category: Semiconductors
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