According to the CITIC Construction Investment Research Report, 2025 will be the “first year” of server liquid cooling, and the iteration of the new plan will benefit domestic manufacturers. The market expects the GB300 cabinet Q4 to be shipped in large quantities, and it is currently at a critical point in time to increase the volume of liquid cooling components. Previously, GB200 server fluid component manufacturers were mainly concentrated in Taiwanese companies such as AVC, Coolermaster, and Delta, and the participation of GB300 mainland manufacturers in sample delivery increased dramatically. At the same time, some Taiwanese companies are targeting mainland manufacturers, and liquid cooling parts manufacturers are actively sending samples, which is beneficial to the domestic liquid cooling industry chain.

According to the CITIC Construction Investment Research Report, 2025 will be the “first year” of server liquid cooling, and the iteration of the new plan will benefit domestic manufacturers. The market expects the GB300 cabinet Q4 to be shipped in large quantities, and it is currently at a critical point in time to increase the volume of liquid cooling components. Previously, GB200 server fluid component manufacturers were mainly concentrated in Taiwanese companies such as AVC, Coolermaster, and Delta, and the participation of GB300 mainland manufacturers in sample delivery increased dramatically. At the same time, some Taiwanese companies are targeting mainland manufacturers, and liquid cooling parts manufacturers are actively sending samples, which is beneficial to the domestic liquid cooling industry chain.