Top 10 Influencers in 2025
Likes ReceivedThe GTC conference gave a huge boost to liquid cooling. Unfortunately, I've never dared to go into this sector with a large position, mainly because I can't figure out the numbers and don't know how to value it. Can only congratulate the brave ones who have held until now 👍
With the soaring demand for AI computing power, the power consumption of next-generation AI chips continues to rise, making heat dissipation a core challenge in data center construction. NVIDIA's upcoming Vera Rubin (Rubin) series GPUs are expected to reach an astonishing 500-600kW per rack, rendering traditional air-cooling solutions completely ineffective.
Who will get a bite of this big, juicy opportunity? Those with the capability might want to position themselves early.🤔
It still feels like it will be a Chinese company, such as Envic.$NVIDIA(NVDA.US)$Envicool(002837.SZ)
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