Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2026-01-08 00:55Core Viewpoint - Nvidia's CEO Jensen Huang announced the full-scale production of the new AI computing platform, Vera Rubin, which features a 100% liquid cooling system and a third-generation fully cable-free design, marking a significant advancement in AI computing efficiency and liquid cooling technology [1] Group 1: Liquid Cooling Technology - The liquid cooling solution is becoming essential due to the increasing power consumption issues associated with the rapid growth of data centers and servers driven by AI demands [2] - Liquid cooling offers advantages such as high cooling efficiency, rapid temperature reduction, and low noise, making it a preferred choice over traditional air cooling in high-density environments [2] - The liquid cooling market in China is projected to grow at a compound annual growth rate (CAGR) of 46.8% from 2024 to 2029, reaching a market size of $16.2 billion by 2029 [2] Group 2: Market Opportunities - Emerging industries such as data centers, robotics, and photovoltaic energy storage are creating new growth opportunities for the liquid cooling market [2] - The exit of 3M from the high-performance fluorinated liquids market presents development opportunities for domestic companies, as these liquids are becoming a new cooling medium for servers [2] Group 3: Competitive Landscape - Domestic manufacturers are expected to capture global market share due to their production capacity, cost advantages, and faster response times, especially as some overseas firms are cautious about expanding production [3] - The demand for liquid cooling is expected to accelerate as AI power cards continue to increase in power consumption, pushing traditional air cooling to its limits [3] - Liquid cooling can significantly reduce electricity consumption in data centers, particularly in regions facing power shortages, by lowering the energy usage of cooling equipment and server fans [3]