Group 1 - NVIDIA plans to adopt a "long-arm management" model for the next-generation Vera Rubin architecture AI server cabinets, potentially supplying Level-10 systems directly to partners to standardize rack designs and significantly shorten time-to-market [1] - NVIDIA is expected to finalize the list of water-cooling plate suppliers soon, likely selecting four companies, as part of its preparation for the liquid cooling ecosystem for next year [1] - The focus on liquid cooling design standards in the second half of this year indicates NVIDIA's strategy to enhance the quality and performance of its products ahead of the expected launch of the Vera Rubin architecture [1] Group 2 - The high power consumption of the Vera Rubin architecture necessitates better coverage of liquid cooling components, which will also include power supply and storage systems [1] - Companies that become contractors for NVIDIA's L10 solution for cooling plates are likely to secure stable large orders, enhancing their competitive advantage within the existing supply chain [1] - Feilong Co., Ltd. has confirmed its entry into NVIDIA's supply chain with its liquid cooling pumps [2]

Core Insights - The rapid development of artificial intelligence is driving the integration of computing, networking, and storage as the three pillars of modern computing systems, enabling the fusion of digital technology with traditional manufacturing [1] - The New Generation Computing Industry Conference held in Beijing aimed to promote innovation and development in the computing industry through standardization, focusing on key areas such as GPU, DPU, server power supplies, heterogeneous computing, and industry applications [1][6] Group 1: Industry Trends - The combination of computing technology and industry is becoming increasingly widespread, with intelligent manufacturing and services emerging as primary directions for the transformation and upgrading of traditional industries [2] - New generation computing technology is viewed as a core engine driving high-quality economic development in China, with a call for collaboration among industry, academia, research, and application sectors to contribute to industrial growth [2] Group 2: Key Technologies - The New Generation Computing Standard Working Committee has established five working groups focusing on DPU technology, GPU support for AI and virtual reality, standardization of computing product components, liquid cooling ecosystems, and heterogeneous computing [3] - DPU technology is highlighted as a key enabler for enhancing efficiency in AI model training and inference by offloading GPU workloads and optimizing data processing [4] Group 3: Standardization Efforts - The conference officially launched the "New Generation Computing Standard System," aimed at establishing a solid foundation for group standard construction, with certificates awarded to key units in GPU, DPU, computing product components, liquid cooling ecosystems, and heterogeneous computing [6] - The event facilitated deeper communication and collaborative innovation among various stakeholders, reinforcing the importance of standardization in leading technological breakthroughs and ecosystem development [6]