Catatan lapangan
Panas adalah pajak yang dibayar setiap watt AI, dan sejak rak 120 kW hadir, membayarnya berarti memasang pipa. Bagian ini paling baik dibaca sebagai kisah sebelum/sesudah: kipas ada di mana-mana pada 2022, cold plate ada di mana-mana pada 2025, dan immersion cooling menunggu di balik layar.
Mulai dengan tiga ini
DT
Direct-to-Chip Liquid Cooling
Wajib di garis terdepan sejak Blackwell. Teknologi yang mengubah wajah setiap ruang server.
VE
Vertiv
Perusahaan yang diperlakukan pasar saham sebagai papan skor pendinginan.
IC
Immersion Cooling
Langkah yang belum dipaksakan kepada siapa pun — menenggelamkan seluruh server.
Cooling technologies
5
DT
Direct-to-Chip Liquid Cooling
Cold plates on every die — mandatory at Blackwell rack densities.
AC
Air Cooling
Fans, heatsinks and hot aisles — sufficient until ~40 kW per rack.
CD
Coolant Distribution Units (CDU)
The pumps and plate exchangers marshaling megawatts of liquid loops.
IC
Immersion Cooling
Whole servers submerged in dielectric fluid — density without limit, adoption with friction.
RD
Rear-Door Heat Exchangers
Liquid-cooled doors that upgrade air racks without touching servers.
Cooling & thermal companies
7
VE
Vertiv
The pure-play data-center infrastructure leader: cooling, UPS, busway.
AS
Asetek
The liquid-cooling patent pioneer, from gaming PCs to data centers.
BO
Boyd
Thermal engineering at scale: cold plates, loops and heat exchangers.
CS
CoolIT Systems
Cold plates and CDUs from the direct-liquid-cooling pioneer.
LI
LiquidStack
Immersion-cooling specialist now spanning tanks and CDUs.
MU
Munters
Air-handling and evaporative cooling for hyperscale halls.
SU
Submer
European immersion-cooling maker for dense AI and edge compute.