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Huajin Securities: AI computing power increases, liquid cooling is just needed, and the era of liquid cooling is coming at an accelerated pace
Huajin Securities released a research report saying that under the strong demand for computational power in large model training and inference, the power density of GPU servers will increase dramatically, putting higher demands on cooling equipment and technology in data centers.
Gaolan Co., Ltd. (300499.SZ): Gaolan Innovation obtained a high-tech enterprise certificate
Gelonghui, March 28, 丨 Gaolan Co., Ltd. (300499.SZ) announced that Guangzhou Gaolan Innovation Technology Co., Ltd. (“Gaolan Innovation”), a wholly-owned subsidiary of the company, recently received the “High-tech Enterprise Certificate” jointly issued by the Guangdong Provincial Department of Science and Technology, the Guangdong Provincial Department of Finance, and the Guangdong Taxation Bureau of the State Administration of Taxation. The certificate number is GR202344007188. The certificate is issued on December 28, 2023, and is valid for three years.
Guosheng Securities: AIGC increases new demand for liquid cooling to become an important segment of computing power
Guosheng Securities released a research report saying that the market has underestimated the importance of liquid cooling and cooling in AI computing power. In the Nvidia B100 era, air cooling will gradually approach the limit, and the liquid cooling era will begin.
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CICC: Establishing a trend in liquid cooling enables increased computing power density
CICC released a research report saying that liquid cooling, as a method with higher heat dissipation efficiency, is expected to replace traditional air cooling with the advantages of increasing computing power deployment density and reducing system power consumption, and achieve rapid growth along with the increase in the scale of AI computing power.
Gaolan Co., Ltd. (300499.SZ): The current business does not involve the field of thermal management for low-altitude flying vehicles
Gelonghui March 6 丨 Some investors asked Gaolan Co., Ltd. (300499.SZ) on the investor interactive platform, “Does your company have technical reserves for thermal management of low-altitude flying vehicles? Are there partners?” The company replied that its current business does not currently involve the field of thermal management for low-altitude flying vehicles.
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