中信证券表示谷歌、Meta、微软、AWS等定制ASIC芯片及英伟达GPU的AI服务器热设计功率密度提升对液冷的需求明确。

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中信证券表示谷歌、Meta、微软、AWS等定制ASIC芯片及英伟达GPU的AI服务器热设计功率密度提升对液冷的需求明确。随着ASIC芯片及英伟达GB300的持续放量液冷渗透率将大幅提升市场空间扩容。国内液冷企业在技术、产品质量、成本、服务等综合能力优秀看好国内企业出海的潜力。

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