大摩谈液冷技术崛起：英伟达新DGX系统引领“散热革命”

华尔街见闻03-12

在2024年SIEPR经济峰会上，英伟达首席执行官黄仁勋透露，旗下下一代DGX AI系统将采用液冷散热解决方案。他还暗示新一代DGX服务器"即将到来"。摩根士丹利分析师Sharon Shih等在报告中指出：随着人工智能服务器的计算能力不断提高，液冷解决方案的采用率(目前为3%)将会增长。液冷将首先以闭环形式设计冷板(直接到芯片)，然后扩展到机架内(TDP 60-70kw)，侧车(2-3个...

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