
ohggp
Panoramic Analysis of US Stock AI Computing Power Infrastructure Industry Chain (Phase 3): Server Systems, Network Equipment, and Liquid Cooling Facilities
Chips are merely "computing units". To organize them into scalable AI clusters, it is necessary to complete the collaborative design of three major components: rack/cabinet-level system integration, data center-level high-speed networking, and high-density power distribution and cooling. The boundaries between these three are rapidly blurring: server manufacturers no longer focus solely on individual machines but are moving towards full-chain integration from racks to cabinets, rows, and entire server rooms; networking solutions are no longer just "pathways" but must be coupled with scheduling, storage, and job orchestration; cooling is no longer an "auxiliary facility" but a hard constraint on power consumption/thermal density limits and per-unit data center output...
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

