$英伟达(NVDA)$ $戴尔科技(DELL)$ $惠普(HPQ)$
Nvidia(NASDAQ:NVDA) CEO Jensen Huang said in March that the company's next generation blackwell-structure B200 GPU and GDX servers will use liquid cooling to cool down these heat-generating beasts. Take a look at the following reports:
Not only Nvidia，but global server and data-center godfather DELL(NYSE:DELL) is also fully on the bandwagon. Dell's Oro group predicts that liquid cooling market in the U.S. will grow to 3.5 billion within 4 years:
There are two kinds of liquid cooling, and immersion cooling is the most advanced method that can truly resolve the overheating problem of the most demanding GPUs and CPUs and the problem of super high energy consumption (PUE) in AI/data centers in the future. Guess what? Interestingly the most cutting-edge immersion cooling machines are made not in the U.S. but in China, by a company named Kasun, Kangsheng in Chinese, (Shenzhen stock exchange number 002418, 网页链接 网页链接). It just hosted a big event for its newest immersion-cooling products on May 22, The same date of Nvidia's Q1 earning release (a greeting to Jensen?). H3C, the second largest server maker in China founded by HP(NYSE:HPQ) 25 years ago, is the main strategic partner and co-developer of Kasun's immersion-cooling products, and DELL China is also a partner. Between international chip and server-making giants, Whoever can be first mover in immersion-cooling can get a hold on a huge competitive advantage over next 5 to 10 years. From what we heard from the management team , beside HP and DELL, some manager-level personnel of Nvidia's China office has is also contacted Kasun expressing interests in the products, and there are some other interested buyers from Texas and Taiwan too. Investors can keep close eyes on the development of the coming mass-deployment of immersion cooling tanks and mobile data centers. It can be a game changer in the digital industry and a great investment opportunity for the years to come. Those with resources in server or data center businesses May want to contact the company for potential exclusive sales representative right within cetrain geography (e.g. a state in the U.S.).
The following is a summry of the event with links to photos and videos.
Official event links:
Video 1 - demo mini data center：网页链接
Video 2 - entry： 网页链接
Video 3 - immersion cooling tank of PACKs (power-storing batteries)： 网页链接
Video 4 - count down of official release： 网页链接
Video 5 - promotion video： 网页链接
Video 6 - opening： 网页链接
Video 7 - CEO's speech： 网页链接
Video 8 - contract-signing 1： 网页链接
Video 9 - contract-signing 2： 网页链接
Video 10 - contract-signing 3 - H3C full-alliance signing： 网页链接
Video 11 - contract-signing 4： 网页链接
Video 12 - contract-signing 5 - Zhejiang University： 网页链接
Video 13 - product introduction opening 网页链接
Video 14 - Product 1: 网页链接
Video 15 - Product 3: 网页链接
Video 16 - Product 4: 网页链接
Video 17 - Product 5: 网页链接
Video 18 - Product 6: 网页链接
Video 19 - Product 7 网页链接
Video 20 - Product 8: 网页链接
Video 21 - Product 9: 网页链接
Vidto 22 - National expert's speech： 网页链接
Video 23 - plug-N-paly mobile data center 1: 网页链接
Video 24 - plug-N-paly mobile data center 2: 网页链接
Video 25 - plug-N-paly mobile data center 3: 网页链接
Demo video of Kasun's patented immersion liquid that is not ignited even by a flame over 1,000 degree Celsius: 网页链接