That also means that AI data centers are growing fast — as is the demand for them.
That in turn is set to drive up the demand for cooling systems for data centers.
We believe the demand for liquid cooling for AI data centers should sustain for the following 5-10 years, driven by continuous iteration of AI chips and rising heat dissipation requirements," Jefferies said in a Sept. 10 report.
Cooling services have been said to improve power efficiency in data centers and, by extension, cost efficiency.
Envicool Technology : Jefferies expects data center cooling sales in Southeast Asia to contribute one-third of such sales for the Chinese firm.
Persons:
Jefferies, — CNBC's Michael Bloom
Organizations:
Jefferies, Stock, Schneider Electric, Technology, PSU, Nvidia
Locations:
China, Southeast Asia