Join the group: “Liquid Cooling Group” Please add WeChat 18158711612, and notethe corresponding group name! Data Center Cold Plate Liquid Cooling Solutions: Historical data shows that cooling alone can account for 40% of a data center’s energy consumption. As the thermal design power of GPUs continues to rise, traditional air cooling is facing bottlenecks, while … Read more
On November 14, 2025, Hong Kong – Sai Fang Technology officially launched its first data center management chip based on the RISC-V architecture, named “Lion Rock Chip.” As a milestone product, the “Lion Rock Chip” successfully marks the first large-scale commercial deployment of RISC-V in the data center field, injecting new core momentum into the … Read more
The chip technology war has created a multidimensional impact on Pinduoduo’s data center construction, which can be broken down into five major dimensions: 1. Reshaping Policy Background 1.1. Mandatory Domestic Substitution • The new regulations from the U.S. BIS restrict the export of equipment below 14nm, forcing Pinduoduo to switch 30% of its servers to … Read more
1️⃣ AI Related Information Today, the overseas computing power sector experienced a significant decline, with the CPO index dropping by 3.37%, the PCB index by 5.72%, the communication index by 4%, and electronics by 2.3%. Our analysis is as follows: 1. One possible reason: the market is reacting to the electricity shortage in North America, … Read more
Application of Storage Technology in Data Centers NAND Flash: The Main Storage Force in Data Centers NAND Flash is the mainstream storage technology in current data centers, thanks to its high density, low cost, and large capacity, it has become the core storage medium for SSDs (Solid State Drives). In data centers, NAND Flash is … Read more
# Overseas CSP Manufacturers’ CAPEX Continues to Rise Month-on-Month + Annual CAPEX Revised Upward Last week, overseas CSP manufacturers released their latest financial reports, showing that Q3 overseas CAPEX has continued to rise month-on-month (up 66% year-on-year, up 9% month-on-month). Amazon has revised its annual CAPEX to $125 billion (previously $100 billion); META has revised … Read more
Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to fundamentals daily. Core Insights from ASIC Server Industry ResearchQ: Recently, there has been a lot of news about OpenAI, including collaborations with NVIDIA, AMD, and Arm. Can you update us on the current overall … Read more
Previously, we wrote an article about the NVL72 interconnection scheme. Some users in the community requested a further explanation of what these different cables in data centers mean. Let’s review where optical connections and copper connections are used in the GB200 standard. The abandoned NVL72 optical interconnection scheme regarding the GB200 architecture and interconnections has … Read more
CPC (Co-Packaged Copper Interconnect) is a high-speed interconnect technology widely used in AI computing power and data center scenarios, supporting high-speed data transmission from 224Gbps to 448Gbps. With the explosive growth in demand for AI servers, CPC technology has become key to enhancing data transmission efficiency, with the market size expected to reach $2 billion … Read more
Attention everyone! Chinese tech giants are quietly initiating a “computing power arms race.” Recently, Alibaba released a strategically significant signal: over the next three years, it will invest as much as 380 billion yuan to accelerate the construction of AI infrastructure—this may just be the tip of the iceberg. It is reported that Alibaba Cloud … Read more