AI 领域最 “酷” 主题 -AI 加速器的直接液冷技术_ The coolest theme in AI – direct liquid cooling for AI accelerators

ab Global Research owered by UBS Evidence Lab YES P 5 December 2025 Asia Hardware Insights APAC Focus: The coolest theme in AI – direct liquid cooling for AI accelerators As genAI scales, silicon power density exceeding 1,000W TDP is driving the adoption of liquid-enabled thermal management. Direct-to-chip liquid cooling (DLC) is now a critical infrastructure requirement for leading-edge AI racks in the Nvidia Grace Blackwell/Vera Rubin era and beyond. See the thermal technologies 101: I. From watts to kilo ...