风冷技术

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佳力图(603912.SH):目前技术储备既有风冷技术也有液冷技术
Ge Long Hui A P P· 2025-08-26 08:05
Core Viewpoint - The company, Jialitu (603912.SH), has announced its current technological reserves include both air cooling and liquid cooling technologies, with a focus on developing CPU liquid cooling technology [1] Group 1: Liquid Cooling Technology Development - The main objectives and content of the liquid cooling technology development include the integration of liquid cooling systems [1] - Research on the advantages and disadvantages of cold plate and immersion systems is part of the development process [1] - The design of liquid cooling systems is a key focus area [1] - Research on boiling heat transfer is included in the development goals [1] - Studies on cooling liquid cooling are also part of the company's research efforts [1] - Application research for liquid cooling systems is being conducted [1]
液冷行业深度:智算需求驱动冷却技术升级,液冷生态迎成长契机
2025-07-02 15:49
Summary of Liquid Cooling Industry Research Industry Overview - The liquid cooling industry is experiencing rapid growth driven by the increasing demand for high computing power and policy guidance, with the penetration rate expected to exceed 20% by 2025 from approximately 10% in 2024, although air cooling remains dominant [1][6][9]. Key Points and Arguments - **Data Center PUE Reduction Policies**: National policies require that by the end of 2025, new and renovated large data centers must achieve a Power Usage Effectiveness (PUE) of below 1.25, with key nodes not exceeding 1.2, and the national average PUE below 1.5. Recent data shows a decrease to 1.26 [1][9]. - **Smart Computing Drives Liquid Cooling Development**: The reliance on high-power chips like NVIDIA's Blackwell series necessitates more effective cooling solutions, as these chips generate significantly higher heat compared to traditional data centers [1][8]. - **Importance of Stable Temperature and Humidity**: A 10-degree increase in server temperature can reduce equipment reliability and lifespan by 50%. Data center failures can lead to decreased operational efficiency and potential data loss [1][5]. - **Liquid Cooling Technology Types**: The main types of liquid cooling technologies include cold plate, silent, and spray cooling, with cold plate systems currently being the most widely deployed [1][3][19]. - **Investment Opportunities**: Recommendations include focusing on integrated solution providers and high-value, low domestic production component suppliers, which are expected to meet the growing data processing demands while aligning with green development goals [10][20]. Additional Important Content - **PUE Definition and Importance**: PUE is a critical metric for assessing data center energy efficiency, with lower values indicating better efficiency. Liquid cooling technologies can help achieve lower PUE by improving thermal management [11][12]. - **Liquid Cooling System Components**: Key components of liquid cooling systems include the cold distribution unit (CDU), which manages heat transfer, and various cooling sources that can be natural or mechanical [14][16]. - **Risks and Challenges**: Potential risks include underwhelming computing demand, insufficient chip supply, international trade tensions, and increased industry competition [21].