革命性优势，英伟达推动开发新散热组件

Core Viewpoint - Nvidia is driving upstream suppliers to develop a new type of water cooling component called MLCP (Microchannel Liquid Cooling Plate) to address the increasing heat generated by AI GPU chips as technology advances [1] Industry Summary - The computing power and chip cooling industry is shifting from "technological breakthroughs" to "scale applications" [1] - As the computing power of AI chips increases, their power consumption grows exponentially, making cooling technology a necessity rather than an option [1] - The demand for cooling components is driven by the need for new data centers to achieve a Power Usage Effectiveness (PUE) of ≤1.25 as part of China's "East Data West Computing" initiative [1] - Cooling systems account for over 20% of total energy consumption in data centers, making them the largest energy source after IT equipment itself [1] Technology Summary - Microchannel water cooling technology is an advanced and efficient cooling solution, offering revolutionary advantages over traditional air cooling and conventional liquid cooling, especially for high-power, small-sized heat sources [1] Company Summary - Relevant A-share concept stocks mentioned include Aled and Plittech [1]