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NVIDIA Blackwell Platform and ASIC Chip Upgrades to Boost Liquid Cooling Penetration to Over 20% in 2025,

09/23/2024 | TrendForce
TrendForce’s latest reports reveal that the launch of NVIDIA’s Blackwell platform, expected in 4Q24, is set to significantly drive the adoption of liquid cooling solutions. Liquid cooling penetration is projected to grow from around 10% in 2024 to over 20% in 2025.

NVIDIA’s Data Center Business Fuels Explosive Growth in FY2Q25 Revenue; H200 Set to Dominate AI Server Market from 2H24

09/04/2024 | TrendForce
TrendForce’s latest findings show that NVIDIA’s data center business is driving a remarkable surge in the company’s revenue, which more than doubled in the second quarter of its 2025 fiscal year to reach an impressive US$30 billion.

Fein-Lines: AI, Big Data, and A Lot of Trade Shows

08/15/2024 | Dan Feinberg -- Column: Fein-Lines
There have been so many events and trade shows in the past few months, and with them, many important announcements and demonstrations and processes. Now, it’s debatable whether there are too many trade shows today, but these shows and events do allow companies to showcase their truly remarkable technologies, processes, and devices.

NVIDIA’s New B200A Targets OEM Customers; High-End GPU Shipments Expected to Grow 55% in 2025

08/07/2024 | TrendForce
Despite recent rumors speculating on NVIDIA’s supposed cancellation of the B100 in favor of the B200A, TrendForce reports that NVIDIA is still on track to launch both the B100 and B200 in the 2H24 as it aims to target CSP customers. Additionally, a scaled-down B200A is planned for other enterprise clients, focusing on edge AI applications.

NVIDIA Blackwell's High Power Consumption Drives Cooling Demands; Liquid Cooling Penetration Expected to Reach 10% by Late 2024

07/30/2024 | TrendForce
With the growing demand for high-speed computing, more effective cooling solutions for AI servers are gaining significant attention. TrendForce's latest report on AI servers reveals that NVIDIA is set to launch its next-generation Blackwell platform by the end of 2024.
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