由CoolIT Systems的Brandon Peterson主讲的博览会会议.pdf

1、Liquid-Cooling:Design Requirements Driven by AIBrandon Peterson Senior Vice President,Business Development OCP SUMMITOCTOBER 2025Confidential Information2Confidential Information45%Data Center Liquid Cooling CAGR,23-28 236%Liquid Cooling Share of Thermal Mgmt by 2028 265%AI Data Center Capacity CAGR

2、,23-28 1AI is driving rapid growth in liquid cooling1 BCG,Breaking Barriers to Data Center Growth2DellOro Data Center Liquid Cooling Market Set to Go Mainstream,2024LIQUID COOLED SERVERLIQUID-COOLED RACKLiquid cooling is now a mainstreamsolution.AI training and inference is driving rapid rise in new

3、 data centers.GW Power Demand from AI Data Centers:In 2023 AI compute exceeded the limits of Air cooling.Point where DLC is required:Preparing for the Rise of AISource:Semi Analysis,Data Center Anatomy Part 2VALUEMETRICHeat Flux50W/cmTDP500WRack Power50kWSource:CoolIT,SemiAnalysis&WSP024681012142023

4、2024202520262027Its not just about rack density accelerators demand liquid-cooling4Confidential InformationAI Accelerators:The Transition to Liquid-Cooling0%10%20%30%40%50%60%70%80%90%100%20232024202520262027%of Accelerators ShippedSource:Semi Analysis Accelerator Model+CoolIT Market IntelligenceWha

5、ts the TCO?Which liquid-cooling technology is best?What are the benefits and draw-backs of liquid-coolingHow can we be successful implementing liquid-cooling?Do I really need liquid-cooling or can I keep using air?Air-Cooling OnlyLiquid-Cooling OptionalLiquid-Cooling Required5Confidential Informatio

6、nProcessors Will Continue to Drive RequirementsPeripheral components are often the thermally limiting component Case temperature requirements typically decrease(becoming more challenging)Rising TDPs necessitate liquid-cooling whether there is one server in a rack or 18Processor heat flux or“hot spot