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 mass shipments of GB300 cabinets in the fourth quarter, and is currently at a critical point in time for increasing 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 mass shipments of GB300 cabinets in the fourth quarter, and is currently at a critical point in time for increasing 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.