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.
英偉達公司（納斯達克: NVDA）正在利用其Blackwell gpu重寫人工智能基礎設施的規則，推動數據中心向液冷技術的重大轉變。
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.
隨着冷卻挑戰的解決，英偉達計劃在2025年第一季度大量生產液冷GB200服務器機架，標誌着人工智能服務器生態系統的轉折時刻。
Liquid Cooling Challenges Resolved, Winners Emerge
液冷挑戰解決，優勝者崛起
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務器中管理熱量至關重要的液冷技術，面臨着早期泄漏問題。
However, advancements in cold plate designs, manifold technology, and rigorous testing have cleared the path for mass production.
然而，冷板設計、多路閥技術和嚴格測試的先進性已經爲大規模生產鋪平了道路。
Key players like Cooler Master, AVC, and newcomers Auras and Delta are emerging as major suppliers for Nvidia's cooling components.
Cooler Master、AVC等主要供應商和新興供應商Auras及Delta等主要供應商正成爲英偉達冷卻元件的重要供應商。
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閱讀更多：比亞迪在第三季度首次超越特斯拉的季度營收。它爲蘋果組裝超過30%的iPad，並計劃爲英偉達構建人工智能機器人。
Vertiv, Delta Lead Power Supply Innovation
Vertiv、Delta引領電源供應創新
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.
已經是市場主導力量的Vertiv，通過其先進的製冷產品組合繼續鞏固其地位。其包括最近簽署的數十億美元供貨協議在內的合作伙伴關係，突顯出其在機架級製冷方面的領導地位。
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).
與此同時，鴻海精密和康寧等競爭對手正在獲得市場份額，並利用成本優勢和設計靈活性來迎合微軟公司（納斯達克代碼: MSFT）和meta platforms公司（納斯達克代碼: META）等大規模用戶的需求。
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.
液冷系統的過渡也加快了功耗的增長，據預測，到2028年，數據中心的複合年增長率將達到17%。英偉達的GB200機架相比前一代系統將gpu密度翻倍，增加了功耗需求，並推動了對高效電源供應的需求。
Companies like Delta stand to benefit significantly from this shift, with higher margins and growing ASPs for their cutting-edge power solutions.
像臺達這樣的公司將大力受益於這種轉變，他們的尖端電源解決方案擁有更高的利潤率和不斷增長的平均售價。
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.
英偉達的Blackwell GPU不僅在人工智能性能方面邁出了一大步，而且正在重新塑造數據中心的格局。液冷和電源供應的參與者將受益於這股浪潮，重新定義支持人工智能革命的基礎設施。
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