液冷服务器：AI算力浪潮下的热管理革命

东方财富证券2025-12-25

点击上方蓝字“星标”设为星标⭐当前，全球正经历一场由人工智能驱动的算力革命。随着大模型参数量的指数级增长和AI芯片性能的持续跃升，算力基础设施正面临前所未有的散热挑战。传统风冷技术已无法满足高功率密度芯片的散热需求，液冷技术正从一项前沿技术演变为数据中心和AI服务器的刚需选择，开启了一个确定性强、空间广阔的黄金赛道。液冷技术的爆发，其根本驱动力源于AI算力硬件功耗的急剧攀升。根据多份券商报告分析，...

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