Nvidia and Google AI liquid cooling route debut, A-share companies layout the entire industry chain.

Recently, AI liquid cooling technology has once again become the focus of industry discussions. Google has introduced the Brazos technology route, significantly improving the performance of traditional data centers. NVIDIA has posted an article on its official blog introducing the Rubin full liquid cooling solution. This indicates that heat dissipation is becoming a concern in the industry. Insiders say that currently there are three main cooling technology routes in data centers. Due to differences in infrastructure and geographical climate conditions around the world, future data centers may have liquid cooling as the core, running parallel to other routes. Currently, many listed companies in China have already started layout in AI liquid cooling, covering cooling plates, CDUs, refrigerants, complete machine equipment, and other components along the entire industry chain.