Research Reports

USD

12,000

Download Report

AI Infra Market Bulletin – Jun. 25, 2026

Last Modified

2026-06-25

Update Frequency

Biweekly

Format

PDF

AI drives data centers from air to liquid cooling. Vendors deploy high-density power and tech, boosting growth.

Key Highlights

Cooling: NVIDIA shifts to liquid cooling; power shelves add cold plates.
Power: High-voltage racks expand. Battery modules replace standard UPS.
Supply Chain: Integrated firms secure key thermal orders from cloud providers.
Growth: ASIC cooling shifts boost vendor revenues.

Table of Contents

TrendForce’s View
Power Industry Updates
Thermal Industry Updates

<Total Pages: 6>

Category: AI/HBM/Server

Spotlight Report

AI Infra BulletinRelated Reports

AI Infra Market Bulletin – Jun. 11, 2026

2026/06/11

AI/HBM/Server

PDF

AI Infra Market Bulletin - May 28, 2026

2026/05/28

AI/HBM/Server

PDF

AI Infra Market Bulletin - May 14, 2026

2026/05/14

AI/HBM/Server

PDF

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

2026/04/30

AI/HBM/Server

PDF

AI Interconnect Outlook: NVIDIA Leads the Transition to CPO and Silicon Photonics Architectures

2026/04/16

AI/HBM/Server

PDF

AI Infra Market Bulletin - Mar. 26, 2026

2026/03/26

AI/HBM/Server

PDF

Download Report

Sign in and Download Report

USD

12,000

Membership

AI Infra Bulletin

Spotlight Report