Nvidia(US:NVDA) 智通财经网·2025-07-24 08:59Group 1 - The overall Server market is stabilizing, with ODMs focusing on AI Server development, particularly with NVIDIA's new Blackwell platform products [1] - TrendForce estimates that Blackwell GPUs will account for over 80% of NVIDIA's high-end GPU shipments this year [1] Group 2 - North American CSP giant Oracle is expanding its AI data centers, benefiting companies like Foxconn, Supermicro, and Quanta [2] - Supermicro's growth this year is primarily driven by AI Servers, having secured some GB200 Rack projects [2] - Quanta has successfully expanded its GB200/GB300 Rack business due to collaborations with major clients like Meta, AWS, and Google, along with Oracle orders [2] - Wiwynn is deepening its partnerships with Meta and Microsoft, expecting performance growth in the second half of the year, focusing on ASIC AI Servers [2] Group 3 - The expansion of AI data centers will be crucial for the scaling of the liquid cooling industry [2] - Liquid cooling solutions are increasingly being adopted for high-end AI chips, with new data centers incorporating "Liquid Cooling Ready" designs to enhance thermal management efficiency [2] Group 4 - Liquid cooling is becoming a standard configuration for high-performance AI data centers, driving demand for cooling components [4] - Fositek has begun shipping components for the GB300 platform, competing with Danfoss in the supply of quick connectors for AWS ASIC liquid cooling [4] - Auras is actively entering the data center liquid cooling market, with its business becoming a core growth driver, serving major clients like Oracle, Supermicro, and HPE [4] - Auras has started supplying liquid cooling products to Meta, establishing a foundation for future participation in the GB200 platform's liquid cooling supply chain [4]