集邦咨询：今年液冷技术在AI数据中心的渗透率将升至33%

Core Insights - The report by TrendForce indicates a significant shift towards liquid cooling technology in AI data centers, with penetration expected to rise from 14% in 2024 to 33% in 2025, driven by the release of NVIDIA's GB200NVL72 server [1] - AI servers are increasingly utilizing GPU and ASIC chips with high power consumption, necessitating the adoption of liquid-to-air (L2A) cooling technology, as traditional air cooling systems cannot handle the thermal design power (TDP) of 130kW-140kW [1] - The transition to liquid-to-liquid (L2L) cooling architecture is anticipated to accelerate from 2027 onwards, as new data centers are completed and AI chip power consumption continues to rise [1] Industry Developments - Major cloud service providers (CSPs) in North America are expanding AI infrastructure, with new data center constructions in North America, Europe, and Asia, incorporating liquid cooling compatible facilities [2] - Companies like Google and AWS have initiated modular buildings with liquid cooling capabilities in various European countries, while Microsoft plans to standardize liquid cooling systems by 2025 [2] - The demand for cooling modules, heat exchange systems, and related components is increasing due to the rising penetration of liquid cooling technology [2] Key Components - The fluid distribution unit (CDU) is crucial for heat transfer and coolant distribution in liquid cooling systems, with the market currently dominated by Sidecar CDU, led by Delta [3] - In-row CDU, supplied by Vertiv and BOYD, is gaining traction due to its superior cooling capabilities for high-density AI cabinet deployments [3] - Quick disconnect (QD) connectors are essential for the reliability and safety of liquid cooling systems, with major players like CPC, Parker Hannifin, Danfoss, and Staubli leading the NVIDIA GB200 project [3] Product Trends - NVIDIA's Blackwell platform, including products like GB200Rack and HGX B200, is ramping up production, with the new B300 and GB300 series entering sample validation [4] - The new Blackwell GPU is expected to account for over 80% of NVIDIA's high-end GPU shipments this year [4] - New data centers are increasingly designed with a "liquid cooling ready" concept to enhance thermal management efficiency and flexibility [4]