The cooling required for Nvidia GPU server rack techniques in information facilities is predicted to create a $4.8 billion market by 2027, based on Morgan Stanley. It is a resolution report to unravel the “energy scarcity strain” of knowledge facilities. “We consider liquid cooling options for information middle NVDA GB200 server rack techniques can generate $4.8 billion in income [total addressable market] Morgan Stanley mentioned that by enhancing thermal design capabilities, such liquid cooling techniques can save 10% to fifteen% of capital expenditures. Its H100 GPU rack dominates the market with efficiency 15 to twenty instances larger than air-cooled techniques and helps the “thermal circulate know-how, accuracy necessities and time to market” of most technology AI instruments. “Supply is a key profitable issue on this area,” mentioned the corporate, including that firms anticipated to learn embody suppliers with “a confirmed observe report of shipments.” (Schneider Electrical), Taiwanese producers and different firms. Synthetic intelligence cooling income elevated by $280 million. We consider it gives essentially the most environment friendly design for hyperscalers and information middle operators because it targets decrease complete price of possession whereas assembly PUE necessities. index. It is also optimistic in regards to the inventory, saying it is “well-positioned” to supply quite a lot of air and beverage choices. Thermal parts “Our provide chain checks point out that AVC is the chilly reference design. Morgan Stanley expects AVC to launch first shipments within the third quarter of this yr and seize 30% of cargo provide share in 2025 . That suggests a possible upside of about 35%. —CNBC’s Michael Bloom contributed to this report.
