$英伟达(NVDA)$ $戴尔科技(DELL)$ $人工智能(BK0559)$
On June 5th, we published an article (网页链接) reporting last development and import anttrend about immersion liquid cooling. Here is a coverage of the most cutting edge immersion cooling machines recently released by Zhejiang Kangsheng Co. 网页链接 (Shenzhen stock exchage number SZ002418) from a national media:
As we said in the previous article, server and data center giant DELL(NYSE:DELL) is also fully on the bandwagon by being an honored guest to the event and major business partner of Kangsheng. Nvidia(NASDAQ: NVDA) has also in talk with Kangshen regarding its immersion cooling technology and products, But so far Nvidia is lagging behind DELL and H3C In terms of cooperating with Kangshen on deployment of these last cutting-edge server cooling method.
For the last two years, Nvidia's revenue and net-profit growth trumped DELL's by a huge margin, and that's why nvidia's stock price has soared over sky. However, DELL's stock performance was quite strong as well (the first chart shown below). The reason behind it's probably its net profit getting stream over the last two quarters (second chart shown below).
However DELL bumped into some problems in the last financial report (stock crashed 18%). Investors expected DELL to deliver higher growth rate especially on revenue side. To up future financial results, DELL is trying to adopt more new technologies and products into its full-cycle AI and data center management service, and immersion cooling is an extremely important piece, both for the revenue side (sales of immersion cooling machine) and net profit side (huge saving on electricity, water, and Server maintenance).