CPU、燃机和液冷

CPU - The demand for CPUs is driven by the need for incremental CPUs, particularly from Agentic AI, which requires external CPUs that are not influenced by GPU ratios [1] - Supply-side constraints include TSMC's tight capacity, prioritizing AI chip production, and limited availability of general semiconductor equipment and materials, which indirectly affects CPU manufacturers' capacity [1] 燃机 - A certain HRSG company has indicated that industry trends are established, and prices have been consistently increasing, aligning with previous discussions on price increase logic [3] - SemiAnalysis has repeatedly highlighted the potential of gas turbines, indicating a positive outlook for the gas turbine and HRSG combination [3] Supercomputing - xAI announced the operation of the Colossus 2 supercomputing cluster, the world's first GW training cluster, with plans to upgrade to 1.5GW in April [4] - The rapid construction of xAI's supercomputing clusters is attributed to their reliance on onsite gas power generation, bypassing traditional grid dependencies, a method now being emulated by OpenAI and Oracle [6] Liquid Cooling - Recent discussions highlighted that liquid cooling has significant orders from domestic manufacturers, with specific procurement guidance from major domestic companies [7] Industry Updates - A Shenzhen cold plate company, previously a subcontractor for Cooler Master, has received new intention orders from Cooler Master after the New Year [8]