Xin Lang Cai Jing·2025-10-27 23:32Core Insights - 2025 is expected to be a significant year for the penetration of liquid cooling in NVIDIA's AI chip market, driven by increased power consumption per chip [1] - The market size for liquid cooling is anticipated to grow substantially as ASIC cabinet solutions gradually adopt liquid cooling, alongside the introduction of ultra-node solutions by domestic manufacturers [1] - The maturity of the liquid cooling supply chain is expected to enhance the penetration of liquid cooling in both the ASIC market and the domestic market, further expanding market opportunities [1] Summary by Categories - Market Trends - Liquid cooling is projected to see a substantial increase in market penetration in 2025 due to rising chip power consumption [1] - The adoption of liquid cooling in ASIC cabinet solutions is expected to accelerate, contributing to market growth [1] - Industry Developments - Domestic manufacturers are launching ultra-node solutions that will support the growth of liquid cooling technologies [1] - The liquid cooling supply chain is maturing, which will facilitate faster adoption in the ASIC and domestic markets [1]