Core Insights - Kaite Co., Ltd. has signed a capital increase agreement with Guangzhou Haote Energy Conservation and Environmental Protection Technology Co., Ltd., investing 10 million yuan to enter the data center thermal management sector, marking a strategic move into "automotive + computing center" dual scenario thermal management [1][2] - Kaite Co., Ltd. is recognized as a national-level specialized and innovative "little giant" enterprise, holding 348 independent patents and being the first in China to achieve domestic substitution of automotive temperature sensors [1] - Guangzhou Haote is the fifth largest neutral operator of data center energy management solutions in China, focusing on full lifecycle services for data centers, with leading liquid cooling technology that enhances cooling efficiency by over 15% [1][2] Investment and Collaboration - The investment aims to achieve deep resource synergy, with Kaite Co., Ltd. providing core component R&D capabilities and precision manufacturing experience to support Guangzhou Haote's liquid cooling solutions [2] - Guangzhou Haote will leverage its market position and lifecycle service capabilities to open up core supply chain channels for Kaite Co., Ltd. in the data center thermal management sector [2] - The collaboration is positioned to address the increasing cooling efficiency demands of AI computing and big data industries, with liquid cooling technology identified as a key solution for high power density cabinet heat dissipation challenges [2]

Core Viewpoint - The article emphasizes the critical importance of cooling technologies in data centers, particularly in the context of rising AI computing densities and the need for efficient heat management solutions [5][24]. Cooling Technology Evolution - The main cooling technologies are categorized into air cooling and liquid cooling, with air cooling further divided into natural and forced air cooling, while liquid cooling includes direct and indirect methods [6][13]. - The demand for innovative cooling solutions is driven by increasing power densities in data cabinets, necessitating significant improvements in heat transfer rates to ensure stable and efficient data center operations [8]. Air Cooling Technology - Forced air cooling is the most widely used method in data centers, utilizing fans to enhance airflow and cooling efficiency, while air conditioning and fresh air cooling are the primary techniques employed [9][11]. - Fresh air cooling systems, such as Distributed Airflow Cooling Systems (DACS) and Blowing and Suction Ventilation Cooling Systems (BDVCS), have shown rapid development and can significantly reduce cooling costs, especially in temperate or cold regions [12]. Liquid Cooling Technology - Liquid cooling utilizes high thermal conductivity liquids to replace air for heat dissipation, making it particularly suitable for high-density and high-power data center environments [13][23]. - The two main types of liquid cooling are indirect and direct liquid cooling, with indirect cooling involving heat exchange through conduits and direct cooling allowing liquids to contact heat-generating components directly [14][17]. Direct Liquid Cooling Methods - Single-phase immersion cooling involves submerging IT equipment in an insulating liquid, effectively transferring heat to an external cooling source [19]. - Two-phase immersion cooling utilizes a coolant with a boiling point lower than the operating temperature of the equipment, allowing for efficient heat absorption through phase change [20]. - Single-phase spray cooling sprays a cooling medium onto heat-generating surfaces, achieving high cooling efficiency but requiring careful design to prevent contamination [21]. Market Demand and Trends - The demand for liquid cooling solutions is increasing as computational power continues to rise, with single-phase cold plate cooling currently dominating the market [23]. - The latest advancements in computing technology, such as NVIDIA's GB200 module, highlight the limitations of traditional air cooling, which struggles to manage the heat generated by high-performance systems [24]. - Policies in China, such as the "East Data West Computing" strategy, aim to reduce energy usage in data centers, further driving the adoption of liquid cooling technologies [24][25]. Economic Benefits - In AI training scenarios, approximately 30% of energy costs are attributed to cooling, with liquid cooling systems significantly reducing Power Usage Effectiveness (PUE) compared to traditional methods [25]. - The implementation of liquid cooling can lead to substantial annual savings in electricity costs for medium to large data centers, reinforcing its position as a key development area in cooling technology [25].