澄天伟业借海外合资公司切入全球AI液冷市场

Core Insights - Cheng Tian Wei Ye has announced a deep collaboration with SuperX AI Technology to establish a joint venture, SuperX Cooltech, in Singapore, marking its entry into the global AI liquid cooling market [1] Group 1: Market Trends - The demand for liquid cooling solutions is surging due to the explosive growth in AI computing power, driven by the rise of generative AI applications like ChatGPT [3] - The global computing power is expected to grow at a rate exceeding 50% over the next five years, with projections indicating it will surpass 16 ZFlops by 2030, where intelligent computing will account for over 90% [3] - Traditional air cooling systems are becoming less efficient as cabinet power density exceeds 30 kW, making liquid cooling the only viable solution for high-density computing environments [3] Group 2: Industry Growth Projections - The liquid cooling market is projected to reach $21.14 billion by 2032, with a compound annual growth rate (CAGR) of approximately 33.2% from 2025 to 2032 [4] - High-density cabinets (≥40 kW/rack) are becoming the core scenario for liquid cooling deployment, with significant penetration expected post-2027 [4] Group 3: Joint Venture Advantages - The establishment of SuperX Cooltech is timely, focusing on cabinet-level liquid cooling solutions that address the industry's shift towards system-level thermal management [4] - The joint venture aims to provide a comprehensive range of products, from cooling distribution units to complete cabinet thermal management systems, aligning with the needs of global AI computing centers [4] Group 4: Competitive Edge - The core competitiveness of SuperX Cooltech stems from the deep integration of technology, resources, and capabilities between Cheng Tian Wei Ye and SuperX, creating a system-level competitive barrier [6] - SuperX brings global market insights and system integration experience, while Cheng Tian Wei Ye offers robust technical and manufacturing support, enhancing the joint venture's ability to meet high-quality supply chain demands [6] Group 5: Future Outlook - SuperX Cooltech is committed to providing efficient and reliable liquid cooling solutions for international data center clients, promoting the industrialization and large-scale application of cabinet-level liquid cooling products [7] - The joint venture is positioned to become a leading player in the global liquid cooling sector, supporting the healthy development of the AI industry with stable and efficient thermal management solutions [8]