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AI Infra Market Bulletin – Jun. 25, 2026
Last Modified
2026-06-25
Update Frequency
Biweekly
Format
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>
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