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New Technology
Global Sources: Cooling Innovations Drive Next Wave of AI Data Center Investments
Global Sources Global Overview According to Global Sources, the surging demand from AI workloads is powerfully propelling investments in data center cooling solutions. Liquid cooling technologies and energy recovery systems are emerging ... -
New Technology
AI Workloads Drive Data Centers to Liquid Cooling, NVIDIA Optimizes Next-Gen Servers for Liquid Immersion
Connect CRE USA Overview The explosion of AI workloads is forcing data centers to adopt liquid cooling solutions as traditional air cooling can no longer manage the intense heat. Major data center providers like Equinix and Digital Realt... -
Market Trends
TrendForce Report: Global Data Center Power Gap to Reach 268GW by 2030 Due to Surging AI Compute Demand
BigGo Finance Taiwan Overview Citing TrendForce, global power consumption is accelerating due to fierce AI computing competition, with data center power demand expected to hit 161GW in 2026, where AI servers will account for over one-thi... -
Market Trends
TrendForce: Global Data Center Power Demand to Hit 161GW in 2026, AI Servers Account for 33.4%; Grid Supply Gap Widens Post-2028
TrendForce Taiwan Overview TrendForce projects a 31% year-on-year surge in global data center power demand to 161GW by 2026, primarily driven by AI applications, with AI servers comprising 33.4% of this total. However, grid expansion lag... -
Market Trends
Qualcomm Partners with Amazon to Expand AI Infrastructure Presence, Projecting $15 Billion Data Center Revenue by 2029 and Intensifying Competition with Nvidia
Facebook (Barrons) USA Overview Nvidia's stock slipped after Qualcomm announced an AI infrastructure deal with Amazon, highlighting intensifying competition in the AI semiconductor market. Qualcomm plans to manufacture multi-generational... -
Market Trends
AI Data Center Boom Hits Power and Cooling Supply Bottlenecks, Accelerating Liquid Cooling Adoption to 70% by 2030
Reuters Global Overview Intensifying AI competition is causing unexpected supply chain bottlenecks in power and cooling systems for data centers, struggling to keep pace with demanding servers. Demand for transformers, generators, power ... -
New Technology
Liquid Cooling Becomes Essential for AI Data Centers Amid Surging Demand, Addressing Over 130kW Power Consumption of NVIDIA GB200 NVL72 Racks
BIS Research International Overview The explosive growth of AI data centers is rapidly accelerating demand for liquid cooling technologies. High-density GPU clusters, such as NVIDIA's GB200 NVL72 rack consuming over 130kW, generate immen... -
New Technology
Vertiv Bolsters AI Infrastructure with Major Italian Investment, Doubling Chiller Production by 2026
AINewsWire Italy Overview Vertiv Holdings has announced a significant strategic investment in its Tognana, Italy campus to dramatically expand data center cooling system manufacturing. This initiative will double chiller production capac... -
Market Trends
Liquid Cooling Penetration Reaches 53% in AI Infrastructure, Becoming Standard for High-Performance AI Chips
Electronics360 International Overview New TrendForce data reveals liquid cooling has achieved a 53% penetration rate in high-end AI infrastructure, establishing itself as the standard for AI chip thermal management. Rapid performance gai... -
Market Trends
TrendForce Predicts Liquid Cooling to Dominate AI Infrastructure by 2026, Reaching 53% AI Chip Penetration Driven by Google
ET Datacenters India Overview A TrendForce report indicates that liquid cooling is rapidly becoming the standard for high-end AI infrastructure, with its penetration among AI chips projected to reach 53% by 2026 and nearly 60% by 2027. T...