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PCB & Liquid Cooling: Significant Benefits from NVIDIA’s New Architecture!🔥 After the launch of the VR200 NVL144 CPX, there are new changes in the architecture. The incremental changes in PCB and liquid cooling are interpreted as follows:🌹① Regarding PCB: Two increments, the Midplane backplane and the board used for CPX, with the core increment being the Midplane backplane; details of the Midplane are as follows:1) Specifications: 44 layers, area approximately 330*420mm2) Unit price: over 100,000 per square meter. It may use M9 material, which could be even more expensive.3) Value: An estimated value of over 10,000 per board.4) Configuration: One Compute Tray per configuration, totaling 18. Additionally, the board used for CPX brings a considerable increase in overall value.⭐ Core PCB beneficiaries: Shenghong Technology, Hude Electronics, Shenzhen South Circuit, Shengyi Electronics, Founder Technology, etc.🌹② Regarding Liquid Cooling::rocket: We have consistently emphasized that liquid cooling is becoming essential, with a continuous increase in penetration rates, coupled with the rising market share of domestic manufacturers and the value increase brought by product iteration:1) The TDP thermal design power continues to rise, making liquid cooling essential, along with the corresponding increase in required value. Continuous product iteration and upgrades are underway: According to the Science and Technology Innovation Board Daily on the 15th, due to the new AI platform Rubin and the next-generation Feynman platform potentially consuming over 2000W, existing cooling solutions cannot cope. It is reported that NVIDIA has requested suppliers to develop a new “Microchannel Liquid Cooling Plate (MLCP)” technology, significantly increasing the unit price. Currently, the value of the GB300 liquid cooling system is approximately over 10,000 USD.2) Domestic manufacturers are continuously increasing their market share overseas, and besides the NV series, ASIC chips will also adopt liquid cooling solutions. Leading domestic manufacturers currently have a competitive position.⭐ Key liquid cooling manufacturers to note: InnoTek (leading overseas breakthroughs, liquid cooling leader), Kehua Data (strong in domestic and international power supply and liquid cooling), Shenling Environment (core partners of ByteDance and Huawei, have also broken through orders overseas), Gaolan Co., Ltd. (pure liquid cooling target, overseas breakthroughs in local COLO businesses), and Sixuan New Materials, etc. Additionally, the increments brought by the new MLCP technology, such as Nanfeng Co., Ltd.
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