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

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2024-10-30

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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.

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Sector: Semiconductors

Tag: NVIDIA Blackwell Liquid Cooling Data Center Power AI Server Server GPU Competitive Landscape Market Size Shipments Supply Chain Technology Roadmap NVIDIA

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