机构：预估Blackwell将占2025年英伟达高阶GPU出货逾80% 液冷散热渗透率续攀升

Group 1 - TrendForce estimates that Blackwell will account for over 80% of NVIDIA's high-end GPU shipments in 2025 [1] - The overall server market is stabilizing, with ODMs focusing on AI server development [1] - The new Blackwell platform products, including GB200 Rack and HGX B200, have started volume production since Q2 [1] Group 2 - The updated B300 and GB300 series are currently in the sample verification stage [1] - As GB200/GB300 Rack shipments expand in 2025, the adoption rate of liquid cooling solutions for high-end AI chips continues to rise [1]