NVIDIA’s “all liquid cooling” technology, multiple stocks hit the limit up!
Nvidia recently provided a detailed introduction to Rubin’s 100% liquid cooling technology solution on its official account. Nvidia stated that the latest generation of Rubin AI infrastructure has achieved 100% liquid cooling for the entire system. The key breakthrough of this plan is to increase the inlet temperature of the coolant to 45 degrees Celsius, and achieve efficient heat dissipation through technologies such as large cold plates and microchannels. Chips, network components, etc. all use closed liquid cooling circulation, completely eliminating fans. At the same time, the technology solution of 45 degree Celsius coolant will significantly reduce the energy consumption and water consumption of liquid cooling.
The NVIDIA Vera Rubin rack completely abandons traditional air cooling and fully adopts a fanless liquid cooling heat dissipation solution, which has driven the overall benefits of the liquid cooling sector. In other words, Nvidia has once again pushed the cooling solution for AI data centers towards liquid cooling instead of air cooling. In a recent report, CITIC Securities pointed out that the mass production of Rubin platform will drive the liquid cooling industry to shift from expectations to order delivery, coupled with the increasing demand for liquid cooling of optical modules from 0 to 1, and the synchronous release of demand throughout the entire liquid cooling industry chain.
Industry Online liquid cooling analyst analyzed to First Financial reporters that Nvidia has released this technology to reduce facility cooling water consumption from about 2.6 million gallons per megawatt per year in traditional tower systems to nearly zero, mainly to address water supply issues in water scarce areas, as WUE (water efficiency) priority is higher than PUE in some parts of the United States. It is currently unclear whether domestic companies have similar technologies. However, with the complete industrial chain in China and the rapid development of submerged liquid cooling, there is also hope for catching up in the future.
It is worth noting that Vera Rubin’s key technology path has made the sub segments of the liquid cooling industry chain, such as coolant and cold plates, more popular in the market.
With the increase in power density of single cabinets, liquid cooling will become the mainstream solution for future intelligent computing clusters, and higher heat dissipation efficiency requirements will drive primary side water-cooled units to become standard. Among them, magnetic levitation centrifugal compressors have the characteristics of high efficiency, energy saving, oil-free, and friction free.
The importance of technological barriers in industries such as microchannel processing technology is becoming increasingly prominent. Huayuan Securities previously stated in a research report analysis that the launch of Rubin may drive material and process upgrades for microchannel cold plates, increase CDU power and control requirements, and integrate manifold design. With Nvidia’s Vera Rubin entering mass production, manufacturers in the domestic liquid cooling industry chain that have advantages in high-end technology breakthroughs and system integration are also welcoming new opportunities.
According to calculations by CITIC Securities, it is expected that the global AIDC server liquid cooling market will reach 21.8 billion US dollars in 2027 and 50.5 billion US dollars in 2030, corresponding to a compound annual growth rate of 32% from 2027 to 2030.