$Vertiv(VRT.US) JP Morgan: Nvidia's potential launch of LPU/LPX inference servers will adopt liquid cooling design, creating new market opportunities for liquid cooling component suppliers. Each LPU/LPX server is expected to contain 256 LPU chips, distributed across 32 trays. Each tray contains 8 cold plates (one per LPU chip) and 24+2 quick connectors. Each server requires a total of 256 cold plates and over 800 quick connectors. The average selling price of cold plates is expected to exceed $300. The average selling price of quick connectors is expected to exceed $20. These are incremental markets, independent of the existing GB/VR server cooling component market.
Liquid cooling is still those targets, just do it, A-shares: Envicool, Shenling, etc. If interested, you can research with AI yourself. I currently have a larger position in Envicool.
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