GB200 GB300液冷价值量拆解

Core Viewpoint - The article provides an in-depth analysis of the value breakdown of liquid cooling systems for GB200 and GB300, highlighting the changes in components, pricing, and supplier dynamics in the semiconductor industry [2][4]. Value Breakdown of Liquid Cooling Systems - The total value of the cooling plates for GB200 is calculated at $29,250, while for GB300, it is $31,770, reflecting a shift in design and pricing strategy [6][7]. - The total value for the cabinet liquid cooling system for GB200 is $35,680, and for GB300, it is $44,650, indicating an increase in overall system value due to component changes [10]. - The external liquid cooling system maintains a value of approximately $750,000 per cabinet, with future designs potentially increasing costs due to new requirements [11]. Supplier Dynamics - In the GB200 era, the external supplier landscape was dominated by a single player, Viavi, but the GB300 era is expected to see 5-6 suppliers, including Cooler Master and Delta, indicating a shift towards a more competitive and diversified supply chain [11]. - The internal cooling plate suppliers have also changed, with Cooler Master becoming the main supplier for GB300, while previously, AVC and Shuanghong were the primary suppliers for GB200 [12]. Story of Inveke - Inveke initially aimed to supply cooling plates directly to NVIDIA but shifted strategy to collaborate with Cooler Master as a secondary supplier to avoid direct competition [13]. - Inveke is recognized for its top-tier CDU products and is expanding into ASIC and switch liquid cooling solutions, aligning with industry trends towards full liquid cooling systems [13].