Nvidia To Ramp Up Production Of Liquid-Cooled Blackwell GPUs, Redefining AI Data Centers
Nvidia To Ramp Up Production Of Liquid-Cooled Blackwell GPUs, Redefining AI Data Centers
However, advancements in cold plate designs, manifold technology, and rigorous testing have cleared the path for mass production. Nvidia Corp (NASDAQ:NVDA) is rewriting the rules of AI infrastructure with its Blackwell GPUs, driving a major shift toward liquid cooling in data centers.
英伟达公司（纳斯达克: NVDA）正在利用其Blackwell gpu重写人工智能基础设施的规则，推动数据中心向液冷技术的重大转变。
With cooling challenges resolved, Nvidia is set to ramp up production of liquid-cooled GB200 server racks in Q1 2025, marking a pivotal moment for the AI server ecosystem.
随着冷却挑战的解决，英伟达计划在2025年第一季度大量生产液冷GB200服务器机架，标志着人工智能服务器生态系统的转折时刻。
Liquid Cooling Challenges Resolved, Winners Emerge
液冷挑战解决，优胜者崛起
Liquid cooling, critical for managing heat in high-density AI servers, faced early setbacks with leakage issues.
在高密度人工智能服务器中管理热量至关重要的液冷技术，面临着早期泄漏问题。
However, advancements in cold plate designs, manifold technology, and rigorous testing have cleared the path for mass production.
然而，冷板设计、多路阀技术和严格测试的先进性已经为大规模生产铺平了道路。
Key players like Cooler Master, AVC, and newcomers Auras and Delta are emerging as major suppliers for Nvidia's cooling components.
Cooler Master、AVC等主要供应商和新兴供应商Auras及Delta等主要供应商正成为英伟达冷却元件的重要供应商。
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Vertiv, Delta Lead Power Supply Innovation
Vertiv、Delta引领电源供应创新
Vertiv, already a dominant force with its advanced cooling portfolio, continues to solidify its position. Its partnerships, including a recent multi-billion-dollar supply agreement, underscore its leadership in rack-level cooling.
已经是市场主导力量的Vertiv，通过其先进的制冷产品组合继续巩固其地位。其包括最近签署的数十亿美元供货协议在内的合作伙伴关系，突显出其在机架级制冷方面的领导地位。
Meanwhile, competitors like Hon Hai Precision and Quanta are gaining traction, leveraging cost advantages and design flexibility to cater to hyperscalers like Microsoft Corp (NASDAQ:MSFT) and Meta Platforms Inc (NASDAQ:META).
与此同时，鸿海精密和康宁等竞争对手正在获得市场份额，并利用成本优势和设计灵活性来迎合微软公司（纳斯达克代码: MSFT）和meta platforms公司（纳斯达克代码: META）等大规模用户的需求。
The transition to liquid-cooled systems also accelerates power consumption growth, with data centers projected to see a 17% CAGR through 2028. Nvidia's GB200 racks double GPU density compared to previous systems, increasing power requirements and driving demand for high-efficiency power supplies.
液冷系统的过渡也加快了功耗的增长，据预测，到2028年，数据中心的复合年增长率将达到17%。英伟达的GB200机架相比前一代系统将gpu密度翻倍，增加了功耗需求，并推动了对高效电源供应的需求。
Companies like Delta stand to benefit significantly from this shift, with higher margins and growing ASPs for their cutting-edge power solutions.
像台达这样的公司将大力受益于这种转变，他们的尖端电源解决方案拥有更高的利润率和不断增长的平均售价。
Nvidia's Blackwell GPUs are not just a step forward in AI performance—they're reshaping the data center landscape. Liquid cooling and power supply players stand to ride this wave, redefining the infrastructure powering the AI revolution.
英伟达的Blackwell GPU不仅在人工智能性能方面迈出了一大步，而且正在重新塑造数据中心的格局。液冷和电源供应的参与者将受益于这股浪潮，重新定义支持人工智能革命的基础设施。
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Image: Shutterstock
图片：shutterstock
