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施耐德与Nvidia签署协议 助力冷却欧洲的AI雄心
Sou Hu Cai Jing· 2025-06-12 14:25
Core Viewpoint - Schneider Electric and Nvidia have announced a global partnership to develop cooling, management, and control systems specifically designed for AI data centers, supporting the EU's AI Action Plan [2] Group 1: Partnership and Market Trends - The collaboration was announced during Nvidia's GTC Paris event, highlighting the increasing demand for sustainable, AI-ready equipment [2] - The European Commission's AI Continent initiative aims to establish at least 13 AI factories and up to 5 "AI gigafactories" in Europe [2] - Schneider Electric is positioned as a key supplier of electrical equipment, cooling systems, and racks for these data centers, while Nvidia's AI GPU accelerators are increasingly available in rack-level hardware configurations [2] Group 2: New Product Offerings - Schneider Electric introduced new products in the EcoStruxure series, designed for high power density AI clusters, including prefabricated, scalable data center pods that support workloads of 1 MW and above [3] - The company also launched the NetShelter SX Advanced Enclosures, which are designed to support heavier systems and updated the NetShelter Rack PDU Advanced power distribution units for modern AI server power needs [3] - The NetShelter Open Architecture rack design is inspired by the Open Compute Project (OCP) and supports Nvidia's GB200 NVL72 as a configurable system [3] Group 3: Market Shift Towards Prefabrication - The data center market is shifting towards more prefabricated solutions, with Schneider stating that operators can save up to 30% in costs and achieve faster deployment when building from scratch [4]